Sears Investment Management Co is a large advisory firm based in Hoffman Estates. It manages $5.35 billion of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware and Illinois.
Sears Investment Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sears Investment Management Co is $5.35 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sears Investment Management Co for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stanley Howard Wright has been acting as President since 1 Oct 1993. Michael Francis Norton joined the executive team most recently as the Vice President.
The principal office where Sears Investment Management Co performs its advisory services is located at 3333 Beverly Rd, B5 170 B, Hoffman Estates, IL 60179, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-286-4768 or by fax 847-286-4785. The normal business hours are 8:30 - 4:45 on Monday - Friday.