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

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.

 

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Rightsizing for Retirement

What does your home really cost?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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