Six Smart Steps

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Six Smart Steps


Sustainable, Intelligent Investing.



Professional, Science-Backed Advice.

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Get Your Starter Toolkit

Make Smart Decisions Now

Get Your Starter Toolkit

Time is your most valuable commodity. This starter toolkit can help you make the right decisions now that can help improve your odds of investment success in the long run. It includes "Six Smart Steps," "Pursuing a Better Investment Experience," and "A New Approach To Paying For College."


We take your privacy seriously and don’t share your information with anyone.

The Value of Our Advice

Why Put Your Trust In Us?



Fee-Only and
Fiduciary

We are a fee only, fiduciary investment advisory firm serving clients in Munster IN, Naples FL, and nationwide. We don't work on commissions or kick-backs. Our only loyalty is to you.

Experienced and
Knowledgeable

Our approach to investing was first shaped by more than a decade trading the capital markets. We know how they work, and we understand the investment principles established by decades of data and financial science.

Data-Driven and
Evidence-Based

We rely on the conclusions from academic research, Nobel Prize-wining ideas, and empirical evidence to construct portfolios and manage risk. Financial science helps the odds of investment success.

Your Most Valuable Commodity is Time.

Make Smart Decisions Now.


Dejan Ilijevski, MS, MBA ▶
Munster, IN | Naples, FL
(888) 994-5486

By appointment only




"Invest Smarter"