Independent Investment Advisor & OCIO in Hinsdale, IL

Vistamark’s headquarters and principal office of record on Form ADV. From Hinsdale we serve families, family offices, foundations, financial institutions and retirement plan sponsors across the Chicago area and nationally.

Who we work with in Hinsdale

From our Hinsdale office we provide private wealth and family office advisory through the VistaWealth Office™; OCIO and investment consulting to foundations, endowments and nonprofits; Integrated Chief Investment Officer™ (iCIO™) services to RIAs, multi-family offices and trust departments; and fiduciary consulting to 401(k), 403(b) and pension plan sponsors.

We regularly meet clients in Hinsdale, Oak Brook, Western Springs, La Grange, Clarendon Hills, Burr Ridge, Naperville, Wheaton, Downers Grove and Elmhurst, and serve institutions and families nationally from all three offices.

Choosing an investment advisor in Hinsdale

Our guide, Selecting a Chicago Area Financial Advisor, explains how to evaluate fiduciary status, independence, credentials and fees before you sign an agreement — whether or not you choose Vistamark.

Headquartered in the western suburbs

Hinsdale is Vistamark’s headquarters and the principal office listed on our Form ADV. The firm is an independent, partner-owned, SEC-registered investment adviser and a fiduciary to every client, and it accepts no compensation from managers, custodians or product sponsors. From Hinsdale we serve families across DuPage and west Cook County as well as institutions and advisory firms nationally.

Planning issues we see most often in the western suburbs

Many of the families we work with here built their wealth in a closely held business or a long corporate career. That brings a recurring set of decisions: what to do with the proceeds of a business sale, how to reduce a concentrated stock position without an unnecessary tax bill, and how to plan around Illinois’s estate tax, which applies to estates above $4 million with no portability between spouses.

Families who want their wealth run with the discipline of an institutional investment office can start with our family office self-assessment, fifty questions drawn from Think Like a Family Office.

How a first meeting works

A new relationship starts with a no-cost conversation about goals and the balance sheet. We then gather the details (accounts, entities, compensation, tax posture and estate documents) and deliver a written proposal with every fee disclosed. Meetings can be held at our office on West Chestnut Street, at your home or office, or by video.

Practices at this office

• Foundations & Endowments — Foundations, Endowments & Nonprofits
• Financial Institutions (iCIO™) — Integrated Chief Investment Officer™ for RIAs, multi-family offices, trust departments and family offices
• Private Wealth & Family Offices — The VistaWealth Office™
• Retirement Plan Sponsors — Defined benefit and defined contribution plans
• Business Owners & Counsel — M&A and expert advisory · through Vistamark Consulting