borthwickassociates.com Open in urlscan Pro
68.66.234.202  Public Scan

Form analysis
0 forms found in the DOM

Text Content

745 McClintock Suite 227 Burr Ridge, IL 60527
PH: (630) 581-5627   Fax: (630) 581-5630

 * Home
 * Investment Philosophy
 * Our Team
 * Compliance
 * Viewpoint
 * Articles of Interest



Welcome to Borthwick Associates


CHOOSE YOUR PATH

 * Legacy Portfolios
 * Dividend Portfolios
 * ETF Portfolios

Borthwick Associates is an independent Registered Investment Advisor focusing on
common stocks and Exchange Traded Funds (ETFs). We provide fee-only portfolio
management to individuals, families and small corporations. We have successfully
navigated our clients through the many economic booms and recessionary cycles
dating back to 1981.

Our small firm is employee-owned and dedicated to your long-term success in the
market.  The custodian of our accounts is Fidelity Investments.  We offer
several different, wealth-building pathways for you to choose from:

 * Our Legacy Portfolios are as unique as you are.  Each begins with a blend of
   common stocks & ETFs chosen for your specific goals.  Individual holdings are
   actively monitored over time, and replaced if determined they no longer align
   with those goals.  Big picture shifts in asset mix happen hand-in-hand with
   scheduled (i.e. retirement), as well as completely unexpected (i.e. declining
   health), changes in your life.
 * Our Dividend Portfolios are for investors seeking to achieve an above-market
   portfolio yield.  Here we focus on companies that have a history of high,
   stable or rising dividends.  Dividend portfolios can also be a good option
   for growth investors during extended slow-growth or inflationary cycles in
   the economy.
 * Our ETF Portfolios are for investors looking for targeted exposure to a
   specific market style (i.e. growth or value) or sector (i.e. technology). 
   Conversely, ETF portfolios can also be a smart choice for smaller investors
   looking to diversify in a cost-effective manner.

We invite you to explore our website to gain a better understanding of our
different pathways to market success and to learn about our owners.  When you’re
ready, please phone either Tom or Meg at 630-581-5627 to begin what we hope will
be your most rewarding, personalized investment experience ever.

 

Minimum account size is $250,000.  New accounts may be accepted for lesser
amounts based on management’s discretion. For example, exceptions may be made
for clients planning to add to their accounts or for existing clients who are
starting new accounts for children or grandchildren.


 * Home
 * Investment Philosophy
 * Our Team
 * Compliance
 * Viewpoint
 * Articles of Interest
 * Dividend Portfolios


Website Design Copyright © 2014 Website designed by: Elliottsweb.com