Borthwick Associates is an independent Registered Investment Advisor focusing on common stocks and Exchange Traded Funds (ETFs). We provide fee-only portfolio management to individuals, families and small corporations. We have successfully navigated our clients through the many economic booms and recessionary cycles dating back to 1981.
Our small firm is employee-owned and dedicated to your long-term success in the market. The custodian of our accounts is Fidelity Investments. We offer several different, wealth-building pathways for you to choose from:
We invite you to explore our website to gain a better understanding of our different pathways to market success and to learn about our owners. When you’re ready, please phone either Tom or Meg at 630-581-5627 to begin what we hope will be your most rewarding, personalized investment experience ever.
Minimum account size is $250,000. New accounts may be accepted for lesser amounts based on management’s discretion. For example, exceptions may be made for clients planning to add to their accounts or for existing clients who are starting new accounts for children or grandchildren.