YOU WORKED HARD FOR YOUR MONEY We’ll work hard to protect it

Phil Tetley

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.

You can reach Phil at 773.698.6862 or by emailing him at phil@tetleyinvestments.com

Ian Kos

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.

You can reach Ian at 773.698.6862 or by emailing him at ian@tetleyinvestments.com

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 Sadzewicz

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.