Can we help you find something?

Diversified Portfolios. Insightful Guidance.

Preserve principal. Maintain purchasing power. Manage risk. Finding the right mix of investments to help you achieve these basic tenets of investing takes time and knowledge of the financial markets. Rather than go it alone, many people want someone to do it for them or with them.

Cerity Partners can be your someone—whether you want a wealth management advisor who manages every aspect of your portfolio, collaborates and coordinates with your existing advisory team, or simply serves as a sounding board for your decisions.

We provide objective investment solutions that encompass your complete financial landscape:

  • Financial goals, needs and priorities
  • Risk profile, time horizon and liquidity constraints
  • Charitable, legal entity and tax considerations

And we believe in full transparency. You’ll always know what we’re doing at each stage of the process and why.

Putting Your Money to Work for You

Investing is a commitment to your future. It’s a way to grow and preserve what you’ve earned. Our disciplined investment process helps ensure your portfolio is positioned to withstand changing market and economic conditions.

  • Step 1: Objective Setting
    At Cerity Partners, conversations drive recommendations, not the other way around. We want to know you as a person and as an investor. Understanding your passions, concerns, and needs for today, and plans for the future is the cornerstone of designing your investment strategy.
  • Step 2: Creating Your Investment Policy Statement (IPS)
    Based on our conversations, we’ll draft your personal Investment Policy Statement. Think of it as a road map for your investment decisions. It outlines the purpose of the funds, planning considerations, your target asset allocation profile, and any investment restrictions or preferences. For example, your IPS might contain a provision about your desire to invest in socially responsible companies.
  • Step 3: Constructing Your Personalized Portfolio
    Using your IPS as our guide, we evaluate different active and passive solutions and select the investment managers that offer the most potential return for your desired level of risk. Where appropriate, we also identify alternative and private investment opportunities. Our size as a national investment advisor enables us to secure the most competitive terms and pricing for you.
  • Step 4: Managing Your Portfolio
    Shifting goals. Extreme market volatility. Inconsistent Investment manager performance. All have the potential to throw your portfolio off track. We monitor and benchmark your investments, meet with you regularly, and recommend adjustments as needed to help ensure this doesn’t happen.

You don’t want to ride the ups and downs of the day. You want a sustainable future based on smart investment strategies.

Investments that Complement Other Aspects of Your Wealth

Investments don’t exist in a vacuum. They’re an integral part of your comprehensive wealth management strategy. Your portfolio’s performance directly impacts your ability to achieve your goals. Harvesting investment losses helps reduce your tax obligations. Your risk management and estate plans influence the titling of your portfolio.

Our investment advisors understand these connections and collaborate closely with our in-house tax and planning specialists to preserve, grow and protect your wealth.

Your big picture is made up of the smallest details. We look at both.

In a world awash with endless financial information and investment products, the value of working with thoughtful advisors who can sift through the noise and build personalized portfolios continues to rise.

Tom Cohn

Partner

Acting in Your Best Interest—Today and Always

It’s a challenge for affluent families to find advisors they can trust. Your long-term financial well-being is our top priority. We embrace our role as fiduciaries—it’s who we are. Our advisors act solely in your best interest, providing objective advice and oversight to help sustain and grow your wealth for generations to come.