At Lake Jericho, we do things differently. Though headquartered in Chicago, we serve many types of clients across the country. We understand that investment decisions can feel overwhelming. That is why we take a unique approach—focusing on education, clarity, and goal-oriented solutions. Instead of following industry norms, we prioritize the essential elements that improve your financial health, create opportunity for you, and help you reach your goals.

Lake Jericho is an independent, fee-only, registered investment advisory firm (CRD #173782). Lake Jericho adheres to the fiduciary standard in the provision of financial research and education, financial planning and advice, and discretionary portfolio management services to individuals and their families, trusts, foundations, endowments, the not-for-profit and the for-profit business communities.

Additional information about Lake Jericho is available on the SEC’s website at www.adviserinfo.sec.gov.

Lake Jericho LLC

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Lake Jericho LLC

Org chart

Teams

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