12 years in business213 West Institute Place
Chicago, IL 60610
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Type of EntityLimited Liability Company
- Mr. Randy Kurtz, CIO
- Investment Advisory Service
- Financial Planning Consultants
- Investment Securities
- Mutual Funds
- Retirement Planning Service
- Financial Services
- Investment Management
- NAICS: Investment Advice
Service AreaWe service the following area(s): City of Chicago
Licensing, Bonding or RegistrationThis business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
You want financial advice from someone that has your best interests at heart. We are a fiduciary - an independent, objective financial advisor working with you to find the optimal solutions to your financial needs. We are holistic and focus on your entire financial picture: assets, liabilities and planning. We operate as your personal CFO in all financial matters in your life.
We focus on getting to know your needs and goals, and we then customize an investment portfolio with the goal of maximizing your odds of financial success while minimizing your excess risk taken. We focus on creating portfolios that have industry-low expenses, are tax-efficient, have unparalleled diversity and are easy to understand and monitor. But portfolios and investing are just part of the equation... We also act as your "personal CFO," handling mortgage, IRA, social security, and many other financial questions! We find that most people are just guessing with their money, and that in retirement people have more financial questions than at any other time in their lives.
Here are a few of the ways we will earn your trust:
*Credentials & Experience - Our team members have an average of over 25 years of industry experience. Our group includes a Columbia University MBA, a Northwestern University MBA, A Certified Financial Planner, and a member of Mensa.
*Independence & Ethics - BetaFrontier is an independent Registered Investment Advisor (RIA). We have a legal, fiduciary obligation to place our clients' interests ahead of our own.
*Holistic Advice - We take a holistic approach to investment advice, offering comprehensive solutions which address assets, liabilities, risk and return.
*Diversified Asset Allocation - We follow Nobel Prize winning research, emphasizing broad diversification encompassing globally diversified, multi-asset class investing via low cost ETFs, tax-loss harvesting, and regular rebalancing.
*Clear Fee Structure - We are only compensated by you, our clients. Our fees are based on Assets Under Management and are completely transparent. You will always know how much you are paying us, and we pay for all trading commissions.
PROFESSIONAL & REGULATORY CREDENTIALS
Mr. Randy D. Kurtz, CIO
CRD # 457297
Mr. Frederick M. Rose
CRD # 5932726
Ms. Jaramee K. Finn, CPA, CFP*
Iowa CPA License # R04364 (expires 06/30/2016)
Certified Financial Planner: Verified (CFP Board)
CRD # 4591251
Mr. James W. Guthrie
CRD # 4332527
IARD / CRD # 137386
BetaFrontier, LLC is a Registered Investment Advisor (RIA)
(* registered trademark)
BBB Reason for Ratings
Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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Out of Business
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