Chicago Investment Advisory Group

Steven Jacobson is a financial advisor with Chicago Investment Advisory Group, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been with the firm since 2006. Outside of his advisory role, he is also a licensed fixed insurance agent. Chicago Investment Advisory Group provides discretionary portfolio management and pension consulting for individuals, high-net-worth clients, trusts, estates, corporations, and employer retirement plans. The firm employs diversified, asset-allocation driven strategies supported by fundamental, technical, and cyclical analysis, offering both long-term buy-and-hold and active trading approaches.

Matthew Russo is a financial advisor with Chicago Investment Advisory Group, holding Series 63 and Series 66 licenses and two years of industry experience. He has worked at Chicago Investment Advisory Group since 2020, with prior experience at The Vanguard Group and Berkshire Hathaway. Outside of his advisory role, Russo is also active as a real estate agent with Berkshire Hathaway. Chicago Investment Advisory Group provides discretionary portfolio management and pension consulting for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs diversified, asset-allocation driven portfolios and combines fundamental, technical, and cyclical analysis to support both long-term and active trading strategies.

Joseph Dawczak is a financial advisor at Chicago Investment Advisory Group with 14 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Outside of advising, he is a general partner in a real estate partnership where he handles bookkeeping and shares in profits and losses. Chicago Investment Advisory Group provides discretionary portfolio management and pension consulting to individuals, high-net-worth investors, trusts, estates, corporations, and employer retirement plans. The firm employs diversified, asset-allocation driven strategies using fundamental, technical, and cyclical analysis, and offers financial consulting and independent research while coordinating with clients’ outside professionals.

Eric Jacobsen is a financial advisor with Chicago Investment Advisory Group, holding a Series 65 designation and five years of industry experience. His background includes roles at Chicago Investment Advisory Group since 2019, as well as prior experience at White Mountain Golf Park and the University of Illinois Urbana-Champaign. He is also licensed as an insurance agent for life and health sales. Chicago Investment Advisory Group provides discretionary portfolio management and pension consulting for a diverse client base, including individuals, high-net-worth investors, trusts, estates, corporations, and employer retirement plans. The firm employs a diversified, asset-allocation driven investment approach that incorporates fundamental, technical, and cyclical analysis, offering both long-term and active trading strategies.

Michael Ilg is a financial advisor with Chicago Investment Advisory Group, holding a Series 66 designation and four years of industry experience. He has worked at Chicago Investment Advisory Group since 2022 and previously held roles at UNest Securities and USG Corporation. Chicago Investment Advisory Group manages discretionary portfolios and provides pension consulting for a diverse client base, including individuals, trusts, corporations, and retirement plans. The firm utilizes diversified, asset-allocation driven strategies combining fundamental, technical, and cyclical analysis across both long-term and active trading approaches.

Dominic Russo is a financial advisor with Chicago Investment Advisory Group in Tempe, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at The Vanguard Group and has experience analyzing software companies through his role at Founderpath, where he provides capital deployment analysis for software businesses. Dominic is also the founder of Relaxation Haven LLC, a health and wellness business focused on massage chair operations. Chicago Investment Advisory Group offers discretionary portfolio management and pension consulting for individual, high-net-worth, and institutional clients. The firm utilizes diversified, asset-allocation driven portfolios with a combination of fundamental, technical, and cyclical analysis, and employs both long-term and active trading strategies tailored to client suitability.

Michael Russo is a financial advisor with Chicago Investment Advisory Group, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with the firm since 2006 and serves as president of its independent insurance sales division. Chicago Investment Advisory Group offers discretionary portfolio management and pension consulting to individuals, high-net-worth investors, trusts, estates, corporations, and employer retirement plans. The firm utilizes diversified, asset-allocation driven portfolios informed by fundamental, technical, and cyclical analysis, employing both long-term and active trading strategies tailored to client suitability.