We are Tetley Investments
Based in Chicago, we're a different kind of financial advisory firm. Our corporate culture is what our clients love most about us because, well, it isn’t “corporate” at all. When you speak with our team or stop by our office, you’ll quickly realize how much we care about our clients and how passionate we are about managing their wealth the right way. We pride ourselves in being a true advocate and advisor to our clients, becoming an integral part of their lives and the journey they take with every milestone. Our goal is simple – to ensure our clients can enjoy all of life’s most important moments and to make sure they can get there financially.
A little history
When Phil Tetley founded Tetley Investments, he did so after speaking with countless clients and researching dozens of financial advisory firms. It wasn’t long before he realized just how “hands-off” larger firms were when it came to their clientele. After nearly 25 years in the investment advisory industry, he decided he wanted to do things differently. He envisioned a financial advisory firm where clients received true personal attention in every aspect of their relationship. It was time to make a change, and thus, Tetley Investments was born.
Here at Tetley, we believe there’s nothing more important or humbling than being entrusted to manage a client’s wealth and family legacy. It’s a calling that demands the utmost respect, which is why applying a personal approach is absolutely critical to establishing the kind of trust our clients deserve. It means personally analyzing every part of our client's financial strategy and ensuring we listen to, and find solutions for, every one of their goals. It's something larger firms aren't able to offer their clients and has since become our biggest advantage.
Due to the complexity of financial planning, many people have a hard time understanding the investment strategies and portfolios their financial advisors create for them. It's up to their advisor to thoroughly explain every aspect of their strategy and give them a clear picture of where they are now - and where they're headed. It's something larger firms often lack, leaving clients confused and frustrated with their financial picture. It requires a level of personal attention and care which we at Tetley Investments have perfected over the years.
At the end of the day, we’re not your typical financial services firm. We’re not some large, faceless institution, interested only in selling products instead of giving advice. Whether you already have an investment portfolio and are looking for a second opinion - or you’ve never worked with an advisor before - we’re here to help. Working with us, you'll see that the way we approach your wealth results in a very different experience than what you're used to.
Our approach to investing
For over 20 years, we’ve helped individuals, families, and businesses achieve their financial goals, no matter the size or scope. We’ve set out to change the way people engage with their financial advisor. Unlike many other wealth management firms, we’re not interested in selling mediocre financial products or giving generic advice. Instead, we're all about creating custom-tailored solutions and strategies that are as unique as the clients we build them for. We’ve been successful because we treat our clients with admiration and respect. We treat them like family.
We strongly believe in taking a personal approach with every single client. It’s a concept that's deeply ingrained into every aspect of our firm - and it's something that's never wavered. We value every client, taking time to listen to their goals and recommending customized financial solutions to grow and protect their legacy. We understand that every client’s financial situation is different – just as their goals and vision for the future are unique. Our mission is helping you get there, in the best and most efficient way possible.
We always take a very hands-on approach with every aspect of the financial planning process. We’re not here to just help create a one-time investment strategy for you. We’re also here to learn about your lifestyle and your goals for the future. With the personal relationships that we nurture, we’re able to apply custom-tailored solutions in ways you wouldn’t normally expect from a financial advisor.
We’re fiercely loyal, passionate and caring about each and every one of our clients. It’s why so many of our customers have been with us for over a decade. Our ability to provide such close, personal relationships and custom-tailored solutions is our greatest advantage - one that larger firms lack. Our clients feel comfortable and excited every time they talk with us - never intimidating or confusing. We want you to be excited about the future and everything that comes with it. No matter what your goals, we will help you find the right strategy to achieve them.
The journey of your life is unique and filled with excitement. Your finances should help you get there – not hold you back. Our job is to be by your side every step of the way to make that happen. We take a compassionate and personal approach to every client that works with us, taking time to understand everything you want to achieve and walking you through every part of the process. We take a long-term approach to our investments, focusing not only on returns, but the protection of your wealth as well.
Whether you have an existing investment portfolio or are just getting started, we’ll create a personalized strategy tailored to your situation. We encourage every client to stop into our office so that we can start the conversation. We’ll explain every aspect of your strategy, answer questions, or just talk with you about your goals.
We’re firm believers that knowledge always trumps firm size. We pride ourselves on being able to offer what most “big box” firms cannot – a personal strategy created solely for you and your family.
Peace of mind means having a financial advisor you can trust – and that’s been our founder’s philosophy for over 20 years. Learn more about our philosophy on our FAQ page.
We focus on solid, strategic and proven advice tailored to each client, originating from decades of experience. It’s the reason why so many families throughout Chicago and the Midwest have entrusted us to manage their family’s wealth and legacy. Our success starts first and foremost with our people. Learn more below about the people who make Tetley Investments what it is.
Ever since he started in the investment industry back in 1993, Phil realized there was something missing. After analyzing dozens of investment firms, he came to the conclusion that many of the “big box” firms cared little about their clients. They sold products, not solutions, and often ignored the questions and concerns of their clients. As a result, Phil founded Tetley Investments, a Registered Investment Advisory firm, in 2012 so that he could do what these larger firms could not – treat clients the way he felt they deserved to be treated.
Since his founding of Tetley Investments, the firm has grown significantly, entrusted with the wealth of countless families in the Midwest, many of whom have been with Phil for over a decade.
Phil has over two decades of investment management experience at various institutions such as Northern Trust Bank and Robert W. Baird. Phil is the four-time recipient of Northern Trust’s “Excellence in Investments” award, the company’s highest-ranking award in the investment and securities division. He is also the recipient of the exclusive “President’s Club” award for three years in a row. Phil has also received the 5-Star Professional Award for Chicago Wealth Managers numerous times.
Throughout his career, Phil has helped thousands of high net worth investors implement hundreds of millions of dollars in investment strategies. He has counseled CEOs, doctors, business owners, law firm partners, Fortune 500 board of directors, professional athletes and some of Chicago's elite families, successfully positioning well over $400 million in investable assets.
A graduate of Illinois Wesleyan University with a B.A. in Business Administration, Phil is registered with the Securities Exchange Commission and licensed to provide investment advice in many states across the country. He has passed:
- Investment Company Products/Variable Contracts Limited Representative and Uniform Securities Agent State Law Examinations (1993)
- General Securities Representative and General Securities Principal Examinations (1994)
- Registered Options Principal Examination (1996)
- General Securities Sales Supervisor Examination (1997)
- Uniform Combined State Law Examination (2001)
Phil is passionate about golfing, boating and other outdoor activities, with his favorite location being in Lake Geneva, Wisconsin. He also enjoys spending weekends with his family in central Illinois. He’s a huge fan of the Chicago Bears, college basketball, boating, and his favorite classic rock bands.
At his side is always his loyal dog Mia, a Black Labrador Retriever, who he rescued and gave the honorary title of Tetley Investments Chief Morale Officer.
A born Chicago native, Ian started his professional life in Biology research, after seven years of conducting molecular biology research at Loyola, he entered DePaul University’s MBA program in Finance.
Ian had an impressive series of accomplishments at DePaul, including leading his team to first place in the coveted JP Morgan Chase Community Development Competition which took place in New Orleans. His winning plan was to bring a fresh food retailer to the Lower Ninth Ward. Later on, he led a DePaul Business Corps team into New Orleans in an effort to help rehabilitate businesses after Hurricane Katrina and also participated in a yearlong student-run investment seminar, where he helped manage a $400,000 portfolio.
Today, he is Vice-President at Tetley Investments, where he is tasked with handling important client relationships as well as operational tasks. He holds a B.A. in Biology from Earlham College in Richmond, Indiana and an MBA – Finance from DePaul University. An avid runner and cyclist, he completed a 150-mile Brevet (self-supported, timed endurance cycling event) in Summer 2013, and played four seasons with the Chicago Westside Condors rugby team, where he was named Rookie of the Year. Ian lives in Chicago with his wife, whom he married during Game One of the Chicago White Sox 2005 World Series, along with their daughter and cat Louie.
Senior Financial Advisor
Grace was born in Chicago, Illinois and moved to Lake Geneva, Wisconsin at a young age. She has always had an interest in finance, even in high school when she was the Economics State Champion of Wisconsin. She continued to study both consumer science and entrepreneurship at The University of Wisconsin-Madison where she graduated in 2012.
Upon graduation, Grace began working in the finance field passing her series 7, 63 and 65 licenses, and quickly became the top advisor in her office. As she grew her book of business, she focused on helping her clients get the best investment options available to them, which is what led her to recognize the shared values at Tetley Investments. Now the Senior Financial Advisor with Tetley Investments, she focuses on developing and growing client relationships and keeping clients on track to reach their financial goals.
Grace enjoys spending time outdoors, especially with her dog Kona, both here in Chicago and in her hometown of Lake Geneva.
Phil E. Tetley
Phil E. Tetley, father of Tetley Investments founder Phil Tetley, provides vital technology and financial management support for the firm.
He’s intimately involved in coordinating Securities and Exchange (SEC) filings, disclosure notices and registrations with the firm’s chief compliance officer, Gery Sadewics. Phil oversees all of the firm’s technology needs as well, including that of computer hardware, assisting with website management and maintenance, internal networking as well as archiving. He is also instrumental in the administration of accounting, insurance, legal and tax reporting.
In 2004, Phil successfully completed Uniform Investment Advisor Examination. His experience in all of these areas helps ensure the firm functions and operates smoothly, and thanks to his efforts, let’s Tetley Investments focus on what matters most – the clients.
Gery J Sadzewicz
Chief Compliance Officer
Gery has a natural skill for identifying compliance, financial and regulatory risks, which he learned throughout his thirty years of experience in the securities compliance industry. He received his degree in Finance from DePaul University of Chicago, as well as securing many NASD securities and supervisory licenses.
His countless areas of expertise and practical knowledge include that of securities and investment advisory issues, which have been refined through hands-on experience obtained while working with broker-dealer and investment advisory firms. He also maintains a keen awareness of compliance, business, financial, technology and other investment industry issues. Gery is able to continue learning and maintaining his knowledge of these complex areas of discipline by constantly studying relevant products, product development, and business platforms among others. He is tasked with providing Tetley Investments with critical support in the areas of regulatory filings, disclosures, annual compliance testing, communication reviews, regulatory audits and client suitability.
We'd love to learn more about your goals and how we can help get you there. Please give us a call or schedule a free consultation by clicking here.