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

Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

Saving for College 101

Saving for College 101

Here's a crash course on saving for college.

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.

 

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

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Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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