Borthwick Associates, Inc. is an independent, State of Illinois registered Investment Advisor focusing on equity management. We have been building portfolios tailored to meet the investment objectives of individuals, families and small corporations since 1981.
Investing your hard earned money can be a daunting experience for even the most seasoned investor. That’s why our team of professionals will work closely with you to develop a portfolio that is tailored to your individual goals and risk comfort level. Our owner/portfolio managers are always available to answer any questions or concerns you may have because your assets are too personal and too important to discuss with some poorly trained customer service representative. If you’re tired of feeling like just another account number to your financial advisor, let us show you how rewarding a personalized investment experience can be.
Borthwick Associates offers investment products to help our clients meet their long term investment goals:
We invite you to explore our website to gain a deeper understanding of our investment products and meet our professionals.
*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 already participate in one of our other investment programs.