Discover Opportunities Explore True Potential Grow and Preserve Wealth Peace of Mind

For Generations to Come

Founded in 2006, Loyola Asset Management is an independent advisory firm dedicated to helping domestic and international clients grow and preserve their wealth. Through tailored guidance and unbiased advice, we are proud to provide a broad range of services which allow us to pursue a suitable path forward for each individual. Our team invests in developing deep relationships with our clients, strengthening our ability to determine how affluence can be used to obtain their life goals.

Operating in a multicultural, family-like environment enables us to leverage diverse perspectives when finding solutions to complicated financial problems. While the needs of our clients often vary, our commitment to their priorities never wavers. Loyola was established to keep our client’s best interests front and center, and more than a decade later this remains the cornerstone of our practice.

Who We Are
 

Who We Are

Loyola’s team of experts strive to create a higher purpose for your wealth by connecting your personal goals with your financial objectives.

 
 

How We Work

Working together, our professionals coordinate their talents to build relationships focused on integrity and portfolios poised for success.

 
 

What We Offer

At its core, our service offering is designed to account for all of the variables in your life, allowing us to craft a truly customized and comprehensive plan.

 

Helpful Content

Net Unrealized Appreciation (NUA) Explained

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

 

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for College

This calculator can help you estimate how much you should be saving for college.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Forecast

The market is as unpredictable as the weather. We'd love to help you prepare.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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