Talk to a D&B Advisor
1-800-280-0780
  1. Business Directory
  2. IL
  3. Chicago
  4. Investment Advice
  5. Investment Advisory Service
  6. Rothschild Investment Corp

Rothschild Investment Corp

311 S WACKER DR STE 6500 CHICAGO, IL 60606 Get Directions

(312) 983-8900

www.rothschildinv.com

Business Info

  • Founded 1932
  • Incorporated
  • Annual Revenue $12,883,915.00
  • Employee Count 45
  • Industries Investment Advisory Service
  • Contacts Richard F Karger

Contact Business

Send Message

Company Summary

Since 1908, Rothschild Investment Corporation has provided investment services to generations of Chicago's entrepreneurs, professionals, families, retirement plans, endowments and foundations.



For 100 years, a spirit of independence has guided Rothschild, ensuring that Rothschild will:



Focus first and foremost on investment responsibility to clients.

Avoid conflicts of interest associated with proprietary products, securities inventorying, market-making and investment banking relationships.

Offer clients thoughtful, objective and professional analysis of investment options.

Guided by this tradition of independence, Rothschild is able to tailor investment solutions to the unique needs of each client.



As Rothschild enters its second century, it has approximately $2 billion under management and supervision.

Rothschild Investment Corporation's professionals work closely with each client to create an individualized investment strategy emphasizing risk-adjusted returns.



Once the investment plan is established, Rothschild advisors determine a well-suited asset allocation and select an appropriate mix of investments. Depending on each client's particular investment needs, the structure of each portfolio can range from a very conservative income-oriented portfolio to a portfolio comprised of growth-oriented equities.



After the portfolio is assembled, Rothschild continually evaluates market conditions, the relative values of each client's holdings, and whether market changes have made other asset classes or investments more attractive than those currently held.



Further, Rothschild remains in contact with clients, providing quarterly portfolio appraisals and annual tax reporting (for taxable accounts).

VERIFIED Status: UNVERIFIED
Address:
UNVERIFIED
LAST VERIFIED: --
Phone:
UNVERIFIED
Payment Method:
UNVERIFIED
view full report

Similar Businesses Nearby

Our similar businesses nearby shows similar businesses in their industry and region based on information found in their Dun & Bradstreet Credibility Review profile.

    Competitive Landscape

    Our competitive landscape shows how this business compares to similar businesses in their industry and region based on information found in their Dun & Bradstreet Credibility Review profile.

      Payments Accepted

        NO DATA

      Hours

      • Sunday  --
      • Monday  --
      • Tuesday  --
      • Wednesday  --
      • Thursday  --
      • Friday  --
      • Saturday  --
      VIEW ADDITIONAL DATA Select from over 115 networks below to view available data about this business. If this data is unavailable or inaccurate and you own or represent this business, click here for more information on how you may be able to correct it.

      Business Credit Report

      Receive a one-time comprehensive credit report on this company.
      get full credit report
      Chat With Us LiveCall 1.800.280.0780 to speak with a D&B Advisor Today!