CFP®, CFA, MBA
North Shore Investment Consulting, LLC
Fee Only Financial Planner Located in Chicago (Wilmette), IL and Serving The Entire Chicago, IL Area
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.
Jeffrey Smith is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jeffrey Smith is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Jeffrey Smith is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
North Shore Investment Consulting, LLC has access to Dimensional Funds
The Dimensional approach focuses on academic research that isolates the factors that tend to outperform the broad market over long time periods and the risk characteristics that can be eliminated from a portfolio. While indexes are simply measures of an asset class, DFA funds aim to efficiently capture the excess returns of an asset class without taking uncompensated risk—and at a low cost.
Contact Jeffrey Smith
1150 Wilmette Avenue
Wilmette, IL 60091