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  • Chicago magazine

    Balasa Dinverno Foltz LLC

    Oct 12, 2019 3 minutes

    HIGHLIGHTS

    Comprehensive financial planning and investment management

    Independent, objective, fee-only

    Putting clients first — bound by our fiduciary responsibility

    Gaining recognition and winning awards within the industry

    Unbiased, conflict-free investment advice

    98% client retention rate

    Investments involve risk and past performance may not be indicative of future results. Balasa Dinverno Foltz (LLC) investment recommendations may not be profitable, suitable or equal historical performance. Third party recognition and client retention claims are generally based on information submitted by the recognized Adviser and should not be construed that a certain level of results will be.

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