5.0
22 Mar 2026
Current employee, more than 5 years
Chicago, IL
Recommend
CEO approval
Business outlook
Pros
Really enjoy working here. The people are reasonable and pleasant, the territories are relative large, no micromanaging, startup culture, eat what you kill with a no-frills compensation package. The product and money management track record is absolutely incredible.... Small suite of products but highly ranked and impressive track record. Reasonable travel expectations and great work-life balance. National accounts has several really competent people working on the top. AUM growth is impressive.
Cons
Limited back office resources (although that is beginning to change), Marketing hardly exists so don't expect many advisors to be aware of the impressive track record. It's phone calls and emails to get meetings. no 401k match