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Kabarec Financial Advisors, Ltd. is a fee-only financial advisory and asset management firm, providing services to clients since 1982.
We offer wealth management services to affluent individuals and their families. Objective and impartial recommendations are made on a fee-only basis without the influence of product or sales commissions. We provide our clients with approaches uniquely tailored to their financial goals and objectives.
We begin our client relationship by building a comprehensive financial plan. We then construct a customized investment portfolio based on the goals of that plan. We monitor progress carefully and make any adjustments necessitated by change in the assumptions of the financial plan.
Kabarec Financial Advisors, Ltd. uses a structured process to build client portfolios with investments in diverse asset classes. Focusing on individual clients financial goals and risk tolerance, portfolio design seeks to emphasize consistent investment returns with preservation of capital, maximizing potential long-term appreciation or a combination of the two.
We currently provide services to over 170 clients managing approximately $150,000,000 of client investments on a discretionary basis. We are registered with the Securities and Exchange Commission (SEC), the Illinois Department of Securities, and the Florida Department of Securities as a Registered Investment Advisor.
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