Tetley Investments, LLC logo

Tetley Investments, LLC

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Client assets under management

$193,857,815

Clients

172

69% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

57

Typical

Average account size

$1,127,080

About

Tetley Investments provides discretionary asset management and financial planning to individuals, including high‑net‑worth clients, as well as pension and profit‑sharing plans, corporations, charitable organizations, and trusts. The firm manages client accounts on both discretionary and non‑discretionary bases and offers standalone or supplemental financial planning engagements.

Investment decisions are driven by a disciplined process that combines quantitative and fundamental research with a global asset‑allocation perspective; portfolios are constructed using measures of quality, growth, and valuation and may include equities, fixed income, mutual funds, and alternative investments. Tetley manages portfolios with a long‑term horizon, conducts ongoing reviews (at least annually), allows clients to impose written restrictions, and does not engage in high‑frequency or algorithmic trading.

Noteworthy features include the firm’s absence of an account minimum and its separate billing for financial planning (hourly) versus negotiable asset‑based advisory fees, as well as a stated policy against soft‑dollar arrangements and performance‑based fees. Tetley also participates in institutional custodian programs that provide services and benefits to the firm; the brochure discloses these arrangements and the potential conflicts they create.

Client services

Financial planning Portfolio management

Expertise

General tax planning

Fee options

Percentage

1.00%

Project-based

$250 per hour

Other

Fee-only: 1.00% annually on assets under management

Main office location

Tetley Investments, LLC

444 N Northwest Hwy., Suite 245

Park Ridge IL 60068, United States

Number of offices

1

Most active in

Florida · Illinois · Indiana · Michigan · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Philip T

Series 63, Series 66

Park Ridge, IL

Tetley Investments, LLC

Philip Tetley is a financial advisor at Tetley Investments, LLC in Park Ridge, Illinois, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Tetley Investments since 2012. Tetley Investments is an independent asset management and financial planning firm serving individuals, pension plans, corporations, charitable organizations, and trusts. The firm employs a disciplined, long-term investment process combining quantitative and fundamental research within a global asset-allocation framework.

General tax planning
user avatar

Philip T

Series 65

Park Ridge, IL

Tetley Investments, LLC

Philip Tetley is a financial advisor at Tetley Investments, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Tetley Investments since 2012. Prior to his current role, he worked at Prairie Central School CUSD #8 for 32 years. Tetley Investments is an independent asset management and financial planning firm serving individuals, pension plans, corporations, charitable organizations, and trusts. The firm employs a disciplined, long-term investment approach combining quantitative and fundamental research within a global asset-allocation framework.

General tax planning
user avatar

Ian K

Series 65

Park Ridge, IL

Tetley Investments, LLC

Ian Kos is a financial advisor at Tetley Investments, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Tetley Investments since 2012. In addition to his advisory role, Kos has served as a teaching assistant at Northwestern University's Kellogg Graduate School of Business since 2011, where he prepares class materials and grades MBA-level coursework. Tetley Investments is an independent asset management and financial planning firm serving individuals, pension plans, corporations, charitable organizations, and trusts. The firm employs a disciplined, long-term investment approach that integrates quantitative and fundamental research within a global asset-allocation framework, focusing on capital preservation and growth through diversified portfolios.

General tax planning
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