Jeffrey Smith| CFP®, CFA, MBA
North Shore Investment Consulting, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Insurance Analysis
- Cash Flow and Budgeting
Wilmette, IL 60091
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Jeffrey Smith is a Chicago, IL Fee-Only Financial Planner located in Wilmette and serving the greater Chicago area. North Shore Investment Consulting specializes in exemplary investment management and providing objective guidance to help clients manage, grow, and protect assets. Jeffrey Smith is a NAPFA-Registered Financial Advisor, CHARTERED FINANCIAL ANALYST™ and a CERTIFIED FINANCIAL PLANNER™ Professional.
North Shore Investment Consulting was founded in 2002 by Jeffrey R. Smith, a seasoned investment professional with twenty seven years of portfolio management experience.
Today, spending time with clients, working to attain their financial goals and managing assets in a low-cost and transparent manner are Mr Smith's passions.
In the past, Mr. Smith managed over $1 billion for a major Chicago-based organization, which included pension, 401(k) and corporate assets.
Over the past twenty seven years, Mr. Smith has developed expertise in all major asset classes including U.S. and international equities, emerging markets, fixed income, real estate and alternative strategies. He has worked with clients and firms in Canada, the U.K., Hong Kong, the Netherlands and Israel.
Professional designations, credentials and memberships include:
- Chartered Financial Analyst (CFA®)
- Certified Financial Planner (CFP®)
- Member of the Investment Analysts Society of Chicago
- Member of National Association of Personal Financial Advisors (NAPFA)
- MBA in Finance - DePaul University
- BA in Economics - Northern Illinois University
- Registered Investment Advisor in Illinois
- Member of Wilmette and Kenilworth Chamber of Commerce
Mr. Smith enjoys long-distance running, cross-country skiing, travel, the study of economic and market history and spending time with his wife and miniature dachshunds.
North Shore Investment Consulting is a fee-only financial planning boutique focusing on exemplary portfolio management. Our offices are located in Wilmette, Illinois, the firm was established in 2002. We work with families planning for retirement as well as retirees.
Our mission is to work diligently to fully understand your life goals, financial objectives and to structure your investment portfolio accordingly. As a fee-only firm, we operate as a fiduciary on your behalf and can build your portfolio completely free of conflicts of interest such as brokerage commissions and referral fees. We only utilize no-load, low-cost funds.
We will integrate all components of your financial plan to maximize the probability that you attain your goals and increase your wealth over time. Of course, no two plans are identical due to unique phases in the investment cycle and personal objectives. We strongly encourage regular meetings to ensure that your planning and portfolio remains on-track.
Jeffrey Smith will be your adviser. Mr. Smith has twenty seven years of investment management experience and is a Chartered Financial Analyst™ (CFA®) as well as a Certified Financial Planner™ (CFP®). Less than 1% of advisers have both a CFA® and a CFP® designation.