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O​​ur company is committed to meeting the needs of our clients and is the basis for all of our recommendations. As a fee-based investment advisor, we sit on the same side of the table . We try to deliver excellent value, and as a result, a high percentage of our business is referral-based.

Carol H. Buss, Principal, has decades of experience in equity investing. She is able to help her clients build wealth based on this history, her dedication to research, and her discernment of patterns and trends. She believes in a core, diversified strategic asset allocation model, and re-balancing periodically to reflect the changing conditions in the markets. She acts as a professional sounding board, and helps her clients to concentrate on their long-term goals, rather than reacting to short-term fluctuations.

We would welcome the opportunity to earn your trust and deliver attentive service that exceeds your expectations.


250 E. Illinois Road, Suite 4

Lake Forest, Illinois 60045

(312) 231-4490

E-mail: [email protected]