Investment Process

Our investment goal at Hedeker Wealth is to give our clients superior risk-adjusted growth of capital through an independent, objective and disciplined process. 

We do this by giving you a detailed investor profile and risk tolerance evaluation. The result is a formal, customized investment policy statement. We then create a comprehensive and unbiased financial solution that best fits your needs, by evaluating the top money managers. Since we are not part of a traditional investment bank, our decisions are completely independent. Once your detailed investment portfolio is implemented, we actively manage it by monitoring and communicating with the money managers regarding your individual situation. 

During the process, we consider your current tax position and estate planning variables so that the investment decisions are tax sensitive. Together with the law firm of Hedeker Law Ltd., we provide families with complete legal, financial and tax services, all in one center. And since our advisors work together under one roof, you receive the greatest level of protection for your hard-earned money.



Tax and Estate Planning

The law firm of Hedeker Law Ltd. is able to maximize the tax efficiencies of our clients’ portfolios. We continuously review each client’s tax and estate planning needs to protect your assets. By incorporating tax efficiency planning, we enable you to maximize your investment returns over time.

Some of the most common structures our clients use are:

Disclosure on
Hedeker Law Ltd.:

The information presented and/or made available on this web page is not a solicitation and should not be construed as advice or solicitation for the services of Hedeker Law Ltd.
  • Tax Basis Trusts
  • Grantor Retained Annuity Trusts
  • Intervivos Trusts
  • Family Limited Partnerships
  • Asset Protection Trusts
  • Charitable Lead Trusts
  • Dynasty Trusts
  • Defective Trusts
  • Private Foundations

Disclosures:

Hedeker Wealth LLC (“Company”) is an SEC registered investment adviser located in Lincolnshire, Illinois. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Company’s web site on the Internet should not be construed by any consumer and/or prospective client as Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Company with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Company, please contact the SEC or the state securities regulators for those states in which Company maintains a notice filing. A copy of Company’s current written disclosure statement discussing Company’s business operations, services, and fees is available from Company upon written request. Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Company web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Company), will be profitable or equal any historical performance level(s).

Certain portions of Company’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Company (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Company’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Company, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Company’s web site, to release and hold harmless Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Company.


Hedeker Wealth, LLC One Overlook Point, Suite 250, Lincolnshire, IL 60069 Tel. (847)913-5594 Fax. (847)913-6793
email: info@hedekerwealth.com
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Hedeker Wealth Management, Investment Advisory Service, Lincolnshire, IL