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Chicago Firm Expands Investment Advisory Team

Jehan Karanjia

23 March 2012

Strategic Wealth Partners, the investment advisory firm based in Chicago, IL, has appointed Michael Karim as an investment advisor, in a move to expand its focus on serving the needs of its private and institutional high net worth clients. 

Karim will work closely with SWP’s co-founders David Copeland and Neal Price, who cited in a statement his “objective approach and conservative wealth-preservation philosophy.”

Karim joins from Northern Trust Company’s global investment business unit, where he specialized in developing customized equity portfolios for HNW individuals, tailored to their investment and tax needs. At Northern Trust, Karim managed a roster of 125 investment portfolios over six years, totalling around $500 million in assets, Strategic Wealth said.

Strategic Wealth Partners offers fee-based financial advisory services to institutional and private clients. As of July 2011, the firm managed $800 million in client assets.