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Lake Jericho

Lake Jericho is an independent, fee-only, registered investment advisory firm (CRD #173782). We are headquartered in Chicago, and serve many types of clients across the country. Lake Jericho adheres to the fiduciary standard in the provision of financial research and education, financial planning and advice, and discretionary investment management services to individuals and their families, trusts, foundations, endowments, the not-for-profit and the for-profit business communities. For all clients, Lake Jericho brings an uncommon, thoughtful balance of realistic self-assessment, goal prioritization, quantitative metrics, qualitative behavioral examination, and on-going education and communication to the relationship. Additional information about Lake Jericho is available on the SEC’s website at