STRATEGIC ADVISORS OF ILLINOIS

Overview

Strategic Advisors Of Illinois is an independent registered investment adviser that serves individual and family clients, with a business model that blends fee-based advisory services and broker-dealer activity. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, while also operating as a registered representative of a broker-dealer and acting as an insurance broker and accountant. That mix of advisory and transactional roles explains the firm’s multiple fee channels: percentage of AUM, hourly and fixed fees, and commissions. Investment activity centers on liquid public strategies as the primary allocation vehicle, with a meaningful supplemental use of alternative third‑party funds. Mutual funds and other public funds make up the bulk of assets, but the adviser also places client dollars into hedge funds, real estate vehicles, private credit and collateralized debt through external managers. Strategic Advisors Of Illinois does not position itself as a capital allocator; instead it sources alternatives via outside managers. The firm is not an active ESG investor and operates as a single-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices