Chicago, IL

Address

332 S Michigan Avenue, Suite 9030, Chicago, IL 60604

Phone

Fax

(310) 712-2377

Hours of Operation

SEIA Chicago

SEIA is a Registered Investment Advisory firm offering investment management services tailored to the unique needs of affluent individuals, institutions, and corporations. We provide an advisory partnership focused on helping achieve long-term goals.

SEIA is a private wealth management firm whose fiduciary responsibility is to you. Our commitment to successful wealth management is built upon deeply rooted and meaningful client relationships. We combine the foundation of investment management and financial planning with advanced advisory services to create a truly customized client experience. Our advisory services include discretionary and non-discretionary investment management as well as investment consulting, retirement plan consulting, and financial planning. Along with our commitment to navigate the potential growth of your wealth, we help protect and preserve your estate by managing risk, developing efficient tax strategies, and planning for the distribution of your legacy.

Covid-19: Check our service and safety guidelines

As we continue to respond to the impact of COVID-19, the safety and well-being of SEIA employees and clients are of the highest importance. We have instituted the following policies for all SEIA offices and continue to rely on guidance from state and local authorities and the CDC to navigate the ongoing pandemic.

Protect Yourself and Others from COVID-19

Stay home if you are sick with a cough, shortness of breath, difﬁculty breathing, fever or chills or if you are currently under quarantine or isolation.
Stay 6 feet away from other customers and staff as much as possible.
Wear a face covering over your nose and mouth while you are here.
Clean your hands with soap and water or hand sanitizer after contact with frequently touched surfaces.

Download Our Policy Each office location follows the above COVID policy in addition to state and local regulations and office building policies. Our Century City office has taken the following actions:

Century City Building Policies

Required to wear masks when coming and going from the building
Reducing elevator occupancy to two people
Installing automatic hand sanitizers throughout the common areas
Redirecting foot traffic and adding directional signage to maintain 6-foot physical distance
Frequent cleaning of restrooms
Cleaning common areas and high touch surfaces 4 to 6 times per day
Nightly cleaning of tenant office spaces: enhanced focus on high touch points, door handles, hard surfaces
Parking garages are being cleaned as well
Maximizing ventilation rates with fresh air exchange throughout the building

Chicago, IL TEAM

Len Hirsh

MBA, CFP^®, AIF^®

Services

Investment Management

Offering Strategic, Tactical & Dynamic Asset Allocation Strategies with ongoing monitoring and performance reporting

Comprehensive Financial Planning

Providing Financial, Estate, Retirement, Investment and Tax Planning with a CERTIFIED FINANCIAL PLANNER™ professional

Investment Solutions

Assessing and implementing College Savings and Retirement Strategies/Variable Products/401(k)s/Pensions

Risk Management

Reviewing and implementing Life Insurance and Long-Term Care coverage for your estate

Tax Planning

Collaborating with your tax professionals to help provide Tax-Efficient Strategies.

Trust & Estate Planning

Consulting with attorneys to help protect and preserve your legacy through Trust and Estate Planning

Business Advisory Services

Working with business owners and ERISA fiduciaries to help design Company Retirement Plans, Employee Benefits and Transition Planning

Wealth Counseling

Providing counsel to families, couples and partners to help bring continuity to future generations.

Would you like to speak with an advisor?

Tell us about yourself, and we’ll reach out to schedule a complementary consultation.

Frequently Asked Questions

OTHER NEARBY LOCATIONS

Nashville, TN

424 Church St, Suite 2000, Nashville, TN 37219

Tysons, VA

1650 Tysons Boulevard, Suite 1575, Tysons, VA 22102