The Gillespie Group at Morgan Stanley

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The Gillespie Group

OUR MISSION STATEMENT

The Gillespie Group’s core strengths are honest client-centric Portfolio Management programs and Investment services.

Our Story and Services

The Gillespie Group

We bring, collectively, ninety-five years of experience to financial services. For clients, we listen and craft holistically personal and family financial plans that incorporate both lifetime needs and interests. We are also sensitive to multigenerational relationships. We have always encouraged working with the next generation (our “Young Persons Tour”), thus encouraging the legacy of your values and estate.

Portfolio Management:
The portfolios (Growth, Income, Green) are fee-based with zero transaction, transfer, or back-end fees.

We prefer individual common stocks because:
   - We better understand what we own,
   - We recommend the buy-and-hold approach as contrasted to mutual funds and other investment products,
   - We can better manage tax efficiencies,
   - Lower fees.

Our selection of individual common stocks is based on rigorous screens, management meetings, investment seminars and institutional research, including Morgan Stanley top rated research.
We build portfolios using our ninety plus years of investment experience and in some cases, we are able to adapt individual managed portfolios to be sensitive to a clients preferences and insights without compromising performance.

Fixed Income Investments:
It is preferable to invest in Fixed Income investments in a traditional investment brokerage account. These accounts are transaction based, which is less expensive because bonds are typically held until maturity.

Services Include

  • Wealth Management
  • Financial Planning
  • 401(k) Rollovers
  • Estate Planning Strategies
  • Asset Management
  • Fixed Income
  • Retirement Planning
  • Trust Accounts


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 3 First Nat'L Plaza Ste 5100
  • Chicago, IL 60602


    Working With You

    Working With You

    We are your Quarterback. Whenever you have a financial question, you should call us first.

    Between equity investments, inheritances, 401(k)s, real estate and legacy investments, some investors appreciate us in a quarterback role, coordinating various accounts as to asset allocation, sector weightings and individual security concentrations, and capital gains and loss coordination across multiple platforms and outside vendors or brokers.

    Meet The Gillespie Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Gillespie Group today.

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