Office Conference

HUCKSTEP ASSET MANAGEMENT IS AN ILLINOIS BASED INDEPENDENT ADVISORY FIRM.  WE PROVIDE INDIVIDUALIZED ASSET MANAGEMENT, FINANCIAL PLANNING, AND WRAP MODEL MANAGEMENT.

Building Plans and Portfolios To Achieve Better Outcomes

 

OUR SERVICES

Business Meeting
Business Meeting
Market Analysis

INDIVIDUALIZED ASSET MANAGEMENT

We meet with you and build a customized investment program using mutual funds, ETF's, stocks and bonds.  Our five step investment process is grounded in decades of academic research and experience.

FINANCIAL PLANNING

Everyone should have a long term plan.  Even small changes in how much you save or the type of account you use can compound and have significant impacts on the size of your account down the road.  We work with you to test various plans with Monte Carlo Simulation, setting a course with both attractive goals and acceptable drawdown risk.

WRAP MODEL MANAGEMENT

We manage two sets of long term target risk portfolios that are funded with low cost ETF's.  One set incorporates Strategic Asset Allocation and is updated annually, providing a low cost, tax efficient, low turnover solution.  The second set incorporates Tactical Monthly Momentum signals and strives to outperform static benchmarks.

 
 

CONTACT US

Contact us and find out how our services can benefit you.  Email, call, text, or use the submit button to the right to contact us.

609 S Oak Park Ave, Oak Park, IL  60304

312-860-1033

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