Disciplined Investment Management

Investment Management - Deerfield, Illinois, United States

Disciplined Investment Management Employees
Susan Stein

Financial Advisor, Certified Divorce Financial Analyst

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Disciplined Investment Management Details

We work closely with high net worth clients to create customized portfolios to meet their specific objectives. Since most of our clients are looking toward retirement or are retired, we focus on a series of risk management disciplines. We seek to manage downside risk and preserve capital in an effort to meet our client's objectives over a full 4-6 year market cycle.Disciplined Investment Management is headed up by Larry Stein, the author of Peace of Mind Investing.Larry Stein is also a regular contributor to MarketWatch's RetireMentors column.

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Employees: 2
HQ: (847) 602-6485
Location: Deerfield, Illinois, United States
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