When it comes to providing investment advice and attentive personal service, we at Cleary Gull are committed to exceeding your expectations. We start by marshaling all the professionals your specific situation requires in order to provide you with a customized solution designed to meet your needs. And because no single individual possesses all of the knowledge and skills necessary to deliver the comprehensive service you deserve, we employ a team approach. Typically, a team consists of a Service Specialist, Retirement Consultant, Relationship Manager, and Portfolio Manager. So while each individual has a specific role, it is a collaborative effort and they are all here to assist you and to provide the impeccable level of service we feel you deserve. Think of it this way: Every investment advisory firm uses sophisticated modeling tools and we’re no different. It is the depth and breadth of our professionals and our experience over multiple market cycles that sets us apart and enables us to make sound judgments on your behalf. Here are just a few of the professionals who are here to serve you.