Court Place Advisors, LLC was formed in the 1998 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 with the knowledge, experience and resources to deliver this comprehensive approach.
Operating as fiduciaries and private money managers registered with the Securities and Exchange Commission, Court Place Advisors stays free and clear of any investment product bias or sales pressure. In fact, Court Place Advisors sells no financial products whatsoever. Instead of selling products, Court Place Advisors works with our clients to develop long-term investment strategies founded on trust and a clear understanding of individual client needs and goals.
We provide fee-only investment advice and investment supervisory services based on individual client needs. With no sale incentives or referral fees to worry about, we aim to avoid any conflicts of interest and are able to maintain fiduciary responsibility to our clients.
As a client, the Court Place Advantage gives you: