Decades of Experience

The deep institutional and advisory origin of Cleary Gull Advisors Inc. evolved from the vision and commitment of successful industry professionals.  Now, a wholly-owned subsidiary of Cleary Gull Holdings Inc., Cleary Gull Advisors leverages decades of experience offering investment advisory and consulting services to institutional clients nationwide. 

Cleary Gull Advisors and Cleary Gull operate from an entrepreneurial business philosophy – where principals, managers and employees all have input and make decisions.  This model motivates and fosters a culture of ongoing improvement and progress.  The firms are inter-connected and draw upon each other’s resources to ensure the best possible client offerings.

Today, the company is privately held and employee-owned representing assets under management of over $5.0 billion.  Cleary Gull Advisors serves as advisor and sub-advisor to various institutions providing specialized strategies in asset allocation, investment manager research, portfolio design and structure, risk management, investment policy services and investment committee education.

Cleary Gull Advisors is proud of the collaborative efforts and teamwork displayed by every team member involved in providing the most comprehensive service possible to our clients.