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Clemens P. Ciupke, MBA, CPA & Jim L. Calaway, CFA, CIC
Roberts, Glore & Company

Tel: (800) 627-8889
707 Lake Cook Road
Suite 210
Deerfield, IL 60015

Customized, disciplined investment management.

Roberts, Glore & Company | Financial Advisor in Deerfield ,IL

About Roberts, Glore & Company

Since 1984, our team of portfolio managers has successfully navigated booms and busts in the financial markets with a steady focus on long-term value creation.

Our passion is designing and implementing customized investment management strategies that stand the test of time. We take a decidedly hands-on, personalized approach to building portfolios, and we do so at a reasonable cost. If you, your family, or your organization would benefit from this approach, we welcome your inquiries.


General Information

Firm Start Year:   1984
No.of Employees:   5-9
Name of Custodial Firm:   National Financial Services, LLC
Number of Years with Current Firm:   24
I work with the following types of clients:   Non-Profit Organizations, Businesses, Individual Investors


Services

Investment Types:   Alternative Investments, Mutual Funds, FOREX & Currency, Bonds, Stocks, Commodities, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   Via email, At your home, At my office, Via phone, At your office


Qualifications & Memberships

Financial Organization Memberships:   American Institute of Certified Public Accountants (AICPA)


Firm Information

Assets Managed by Advisor:   $400+ million


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets, Flat Fee, Commissions
Additional Details on Charges:   Our primary compensation is in the form of advisory fees charged as a percent of assets under management. We may also receive commissions on transactions we execute as registered representatives.


Education

BA - Economics, Organizational Behavior & Management  Brown University
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MBA Finance - Investments  DePaul University - Chicago, IL
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BS - Finance & Accounting  Northern Illinois University
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Faqs

  • What services do you provide? What are your specialties? We provide fee-based investment advisory services, with a special focus on building and managing customized, long-term-focused portfolios for individuals, families, and institutions.
  • What is your experience? How many clients do you currently manage? Together, Clem and Jim have 44 years of experience in investment management. Our firm currently serves over 200 clients.
  • What financial institution(s) do you represent? We are an independent, partner-owned investment advisory firm.
  • How do you charge for your services? Our primary compensation is in the form of advisory fees charges as a percent of assets under management. We also receive commissions for securities transactions we execute as registered representatives.
  • Why should I choose you as my financial advisor? We value integrity above all. We take a decidedly hands-on approach to managing portfolios for the long haul, and we do so at a reasonable cost.
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Clemens P. Ciupke, MBA, CPA & Jim L. Calaway, CFA, CIC

Clemens P. Ciupke, MBA, CPA & Jim L. Calaway, CFA, CIC

MBA, CPA

Clemens Ciupke:
B.S. Finance & Accounting, Northern Illinois University, 1977; M.B.A. Finance (Investments), DePaul University, 1990; Certified Public Accountant since 1979; previously affiliated with Price Waterhouse (1977-1979), Northern Trust Bank (1979-1981), and First National Bank of Chicago (1981-1989, now JP Morgan Chase); associated with Roberts, Glore & Co. since 1989

Jim Calaway:
B.A. Business Economics and Organizational Behavior & Management, Brown University, 1991; Chartered Financial Analyst since 1998; Chartered Investment Counselor since 2004; managed private business (1991-1993); associated with Roberts, Glore & Co. since 1993

My Services

Portfolio Management

Our passion is designing and implementing customized investment management strategies that stand the test of time. We take a decidedly hands-on, personalized approach to building portfolios, and we do so at a reasonable cost.


401K Rollovers

We assist clients in rolling over assets from 401(k) or other employer-sponsored retirement plans to Individual Retirement Accounts (IRAs), which allow for customized management at a reasonable cost.

My Team

Christopher Ciupke
Christopher Ciupke Investment Advisor Rep
B.A. Theology, Minor Philosophy & Business Administration, Valparaiso University, 2004; associated with Roberts, Glore & Co. since 2004

Byron Smythe, CFA
Byron Smythe, CFA Vice President
B.S. Mechanical Engineering (Bronze Tablet, highest honors), University of Illinois at Urbana-Champaign, 1999; Certificate of Biblical Studies, Trinity Evangelical Divinity School, 2001; Chartered Financial Analyst since 2005; previously affiliated with Yaskawa Electric America (2001); associated with Roberts, Glore & Co. since 2001

Office Hours

wiseradvisor-balck-li-img Mon. 7:30 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 7:30 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 7:30 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 7:30 AM - 4:00 PM
wiseradvisor-balck-li-img Fri. 7:30 AM - 4:00 PM