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Lake Jericho

About Lake Jericho

Lake Jericho is an independent, fee-only, registered investment advisory firm (CRD #173782). We are headquartered in Chicago, registered in both Illinois and Kentucky, serving many types of clients across the country. Lake Jericho adheres to the fiduciary standard in the provision of financial research and education, financial planning and advice, and discretionary portfolio management services to individuals and their families, trusts, foundations, endowments, the not-for-profit and the for-profit business communities. For all clients, Lake Jericho brings an uncommon, thoughtful balance of realistic self-assessment, goal prioritization, quantitative metrics, qualitative behavioral examination, and on-going education and communication to the relationship. Additional information about Lake Jericho is available on the SEC's website at www.adviserinfo.sec.gov.

Min project size

50,000+

Hourly rate

50 / hr

Employees

1

Locations

United States

Year founded

Founded 2014

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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