Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kent Swaim is a financial advisor registered with Advisory Research Inc. Matthew has been in the industry since June 2005. Matthew is a Chartered Financial Analyst and is registered in Illinois and Texas. Advisory Research Inc. is a financial advisory firm based in Chicago, Illinois. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Advisory Research Inc. manages approximately $641,611,380 in assets for 284 clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
11/02/2020 - Present
Advisory Research Inc. (CHICAGO IL)
Active
Inactive
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