Borthwick Associates Inc
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Borthwick Associates is an independent Registered Investment Advisor based in Chicago, IL, specializing in common stocks and Exchange Traded Funds (ETFs). With over 40 years of experience, their employee-owned firm offers fee-only portfolio management to individuals, families, and small corporations, providing tailored investment solutions for long-term market success.
Offering a range of wealth-building pathways, Borthwick Associates' Legacy Portfolios are customized to individual goals, actively monitored and adjusted over time. Their Dividend Portfolios focus on high, stable, or rising dividends, while their ETF Portfolios provide targeted exposure to specific market styles or sectors, making them an ideal choice for diversification. With a minimum account size of $250,000, Borthwick Associates aims to deliver a personalized investment experience that exceeds expectations.
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