Get on track to a better financial future.
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Learn about the advantages of a managed account (such as an Individual Retirement Account (IRA)) from an experienced and independent fiduciary.
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Everyone’s situation is unique. Get personalized advice to help you achieve your goals. Learn more here.
Building long-term investment portfolios aligned with your goals.
Herrick Lake Investments LLC | 1155 S. Washington St, #105 | Naperville, IL 60540
HLI Advantages:
Here are examples of why people choose HLI over other solutions:
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As an independent advisor, I am never forced to push any corporate products or strategies, and I never receive commissions for selling anything. My goal is to get you the best and most appropriate solutions possible.
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I have a deep background and education in investments and finance. And I enjoy working with people to help them achieve their goals. You can learn more about my background here.
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As a fiduciary, I am legally obligated to act in your best interest. This is different than many “financial advisors” you may come across who are held to a lower standard.
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Trust is earned over time. I encourage you to follow me on social media: @hinesmarkd (X), hinesmarkd (LinkedIn), continue reading this website, and call/email to get more information and/or to discuss.
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HLI is uniquely able to meet you where you’re at. Clients have the option to open a managed account (such as an IRA or taxabe brokerage account) or simply receive a porfolio review and DIY financial advice (that they can then go implement on their own).
Value Added Approach:
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Helping you establish an appropriate mix (in percentage terms) of stocks, bonds, real estate and alternative investments, based on your individual situation.
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Helping you fill out your asset allocation buckets (efficiently and effectively) by investing in a prudent mix of individual stocks, bonds, exchange traded funds (ETFs) and other investments.
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Tax-advantaged individual retirement accounts (such as Roth, traditional and inherited IRAs) as well as capital gain and loss harvesting (for taxable brokerage accounts) to optimize your after tax returns.
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Estate planning (e.g. beneficiaries, living trust discussions), health insurance budgeting, social security considerations, mortgage and other loan conversations, cash flow and income strategies, building an appropriate "paycheck" from your nest egg (when it's time), career counseling and additional financial topics.
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Discuss the topics that are important to you (including the ones keeping you up at night, and the ones you may be overlooking) to make sure you are on track to achieving your goals.
Managed Accounts:
Stocks | Bonds | ETFs | Retirement Accounts | Tax Considerations | Investment Strategies
For disciplined, goal-focused, long-term investors.
Personalized Advice:
Understanding your unique situation and needs is a prerequisite to working together. Please use the following form to request more information.
Herrick Lake Investments LLC (HLI) is an independent and fiduciary RIA (registered investment advisor) based out of Naperville, Illinois, and with clients across the US. Understanding your unique situation and needs is a prerequisite to working together.
About Mark Hines: I founded HLI to help you prepare for, and transition into, the next phase of financial well-being. I am a graduate of the University of Illinois at Urbana-Champaign (BS, Finance) and the University of Chicago, Booth School of Business (MBA). I have worked in the investments industry since 2004, and I look forward to working with you.
Outside of work, I enjoy volunteering and exploring the beautiful local forest preserves.
hinesmarkd (LinkedIn)
Let’s Talk:
Please complete the form below, and I’ll get back to you soon with more information. Or call: 630-581-8119.
