Disciplined manages investment portfolios for high net worth clients, primarily business owners, generally with accounts exceeding $1 million.
Since most of our clients are either retired or planning to
retire, we have developed a series of investment disciplines designed to manage downside risk and provide
more consistent returns.
Our focus is clear: manage risk, achieve your goals
and provide you with peace of mind.
Disciplined Investment Management
Corporate 500 Building
500 Lake Cook Road, Suite 350
Deerfield, IL 60015
Phone: (847) 602-6485
Introducing Disciplined Investment
Our firm isn’t for everyone. We don’t try to beat the market. Instead, we focus on managing risk, achieving your goals, and providing peace of mind.