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Court Place Advisors, LLC
       
 
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Additional information
 
Court Place Advisors, LLC
 
 
Overview: 

Court Place Advisors, LLC was formed in the 1990's by John Santry and Robert Wieder. The goal was and still is today to combine the services of professional asset management with professional tax and estate planning advice. Court Place Advisors is one of the few firms that actually have the knowledge, experience and resources to deliver on their promise.

Unbiased, Independent, Private Money Management
As a client, the Court Place Advantage gives you:

   Investment advice and management geared timely and specifically to your investment needs and objectives.
   Investment decisions researched extensively and independently, free from any bias resulting from the market whisper, rumor, and innuendo that are so often a deliberate ploy to distract the prudent investor.

Delivered with Integrity and Trust
As a client, the Court Place Advantage gives you:

   Investment and relationship managers who maintain the highest levels of fiduciary responsibility acting ethically, in good faith, in your best interest.
   An entirely open and transparent investment management agreement where all terms are fully-disclosed to you and where your client privacy is assured.
   An investment management relationship with no sales pressure. You will never pay us a sales commission and you never need to worry about hidden fees, hidden costs, revenue sharing, or referral kick-backs. There just aren’t any.

Experience and Proven Performance
As a client, the Court Place Advantage gives you:

   Access to our dedicated, knowledgeable money managers, along with our in-house research team.
   An experienced team of "team players" that can work with you and your tax and estate professionals.

Remaining Personal and Reachable
As a client, the Court Place Advantage gives you:

   A team of dedicated service professionals who take time to fully understand who you are, where you are, and where you are going. You can be sure that we keep your Big Picture always in sight.
   Informative and regular investment performance updates regarding your portfolio with online access to your account information.
   An investment management team committed to personable, open, and responsive communications with you.


 
 
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