Stern Investment Advisors, LLC

From MarketsWiki
Revision as of 18:13, 7 January 2014 by RyanLothian (talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to navigation Jump to search

Stern Investment Advisors, LLC
Founded 2004
Headquarters Chicago
Key People Daniel B. Stern
Products Wealth Management, Long Term Care Insurance, Estate Planning, Employee Retirement Plans, Investment Management, Retirement Planning, Charitable Planning, Alternative Investments, Premium Finance Insurance, Physicians Loan Program, Hedge Funds, Fund of Funds, Disability Insurance

Stern Investment Advisors, LLC. is a Chicago-based registered investment advisory firm founded in 2004 by Daniel B. Stern. Stern, a veteran financial services professional and a commodities and options trader offers wealth management, insurance, and alternative investment advice.[1][2]


Stern Investment Advisors was founded in 2004, focusing on the wealth planning and investment needs of professional athletes, active stock and commodities traders and owner of closely-held businesses and their families.[3]

The firm entrusts National Financial Services, a subsidiary of Fidelity Investments, with the execution and custody of assets. It also uses National Compliance Services for compliance and regulatory issues.

Products and Services[edit]

  • Wealth Management
  • Long Term Care Insurance
  • Estate Planning
  • Employee Retirement Plans
  • Investment Management
  • Retirement Planning
  • Charitable Planning
  • Alternative Investments
  • Premium Finance Insurance
  • Physicians Loan Program
  • Hedge Funds
  • Fund of Funds

Key People[edit]


  1. Five Minutes with Dan Stern of Stern Investment Advisors. John Lothian News.
  2. Thursday, March 17, 2011. John Lothian News.
  3. About. Stern Investment Advisors.