Asset Management GOALS REACHED TOGETHER

ORBA Wealth Advisors offer a range of asset management services that are designed for all levels of risk tolerance. Whether you are looking for wealth preservation or wealth accumulation strategies, our planning-based process delivers a custom portfolio suitable for families with different income needs, planning goals, tax considerations and risk tolerances.

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Our portfolios are designed for clients with needs that require creativity, collaboration, and communication.  We believe in using well thought out and well diversified strategies to manage every aspect of our client’s wealth. No matter how large or small, every client receives our firm’s best thinking to control risk and exploit opportunities in the market.

  • Investment Policy Statement (IPS) geared to you
  • Asset allocations based on your IPS
  • Passive and active investment strategies
  • Corporate stock options planning
  • Tax efficient investment strategies
  • Socially responsible investment strategies

Resources

Professionals

James V. Petitpren, II
Executive Private Wealth Advisor & Chief Investment Officer

Luke Schillo
Director of Planning and Portfolios

Alexandra A. Coquoz
Private Wealth Analyst

Steven H. Lewis
Wealth Strategy Director

Asset Management

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Firms News

01.14.19

Luke Schillo Featured in Crain’s People on the Move
Luke Schillo is featured in Crain's Chicago Business'  People on the Move newsletter. Crain's People on the Move highlights professionals undergoing Chicago-area job changes, promotions and board appointments.

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Media Mentions

01.10.19

Various Media – ORBA Wealth Advisors Announces Launch

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Forward Thinking
Forward Thinking