Investment Philosophy

At O’Hare Wealth Management Group, we are committed to delivering exceptional outcomes for you through the power of personalized portfolio management. Our approach is built on a foundation of trust, transparency, and a dedication to helping you achieve your financial goals while safeguarding your investments.

Strategic Portfolio Construction

We craft portfolios with a singular focus: to align with your unique objectives while minimizing the potential for financial setbacks. Leveraging our partnership with industry leaders such as Raymond James Financial (RJ) and Steward Partners, we are able to harness world-class research on an extensive list of securities and investments.

Staying Informed for Your Benefit

Our dedication to your success goes beyond the conventional. We are deeply committed to staying ahead of the curve in the ever-evolving investment landscape, always seeking innovative opportunities that can enhance your financial well-being.

Pursuing Sustainable Returns

Our goal is clear: your investment returns should outpace inflation, aiming for a desirable 3 to 5% returns above inflation. To achieve this, we take the time to truly understand your financial capacity and risk tolerance. Through diversification, periodic rebalancing, and regular monitoring, we seek to maximize the potential for positive results while minimizing risks.

Equity Investments

At O’Hare Wealth Management Group, we offer you access to a diverse array of investment managers, both internal and external. While we cater to various investment styles, our primary approach to equities is rooted in growth-oriented strategies, designed to unlock the full potential of your stock investments.

Exploring Alternative Investments

Diversification is at the core of our investment philosophy. With O’Hare Wealth Management Group you have the opportunity to explore a robust selection of alternative investments. These encompass hedge funds, private equity, private credit, market-linked notes, and real estate, carefully integrated into your portfolio when deemed suitable. We firmly believe that alternative investments add a valuable layer of diversification to your overall strategy.

Income, Bonds, Fixed Income

Our comprehensive platform grants you access to a wide range of investment managers and tailored solutions. We prefer a diversified bond portfolio, avoiding over-concentration in any single category. Your income-focused portfolio may include investment-grade bonds, high-yield bonds, floating-rate bonds, preferred securities, bank loans, convertible bonds, and international bonds. Typically, our bond durations span the intermediate range of three to seven years.

John J. O'Hare II, John J. (JJ) O'Hare III, and Jerry Jones are wealth managers with Steward Partners participating in the Steward Discretionary Asset Management program. The Discretionary Asset Management program is an investment advisory program in which the client’s Wealth Manager invests the client’s assets on a discretionary basis in a range of securities. The Asset Management program is described in the applicable Steward Partners ADV Part 2, available at Firm/283004 or from your Wealth Manager.

This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Steward Partners recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Wealth Manager. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Diversification does not guarantee a profit or protect against loss in a declining financial market.

Rebalancing does not protect against a loss in declining financial markets. There may be a potential tax implication with a rebalancing strategy. Investors should consult with their tax advisor before implementing such a strategy.

Equity securities may fluctuate in response to news on companies, industries, market conditions and the general economic environment. Companies cannot assure or guarantee a certain rate of return or dividend yield; they can increase, decrease or totally eliminate their dividends without notice.

Bonds are subject to interest rate risk. When interest rates rise, bond prices fall; generally the longer a bond's maturity, the more sensitive it is to this risk. Bonds may also be subject to call risk, which is the risk that the issuer will redeem the debt at its option, fully or partially, before the scheduled maturity date. The market value of debt instruments may fluctuate, and proceeds from sales prior to maturity may be more or less than the amount originally invested or the maturity value due to changes in market conditions or changes in the credit quality of the issuer. Bonds are subject to the credit risk of the issuer. This is the risk that the issuer might be unable to make interest and/or principal payments on a timely basis. Bonds are also subject to reinvestment risk, which is the risk that principal and/or interest payments from a given investment may be reinvested at a lower interest rate.

The alternative investments mentioned may not be appropriate for all clients. Any product discussed herein may be purchased only after a client has carefully reviewed the offering memorandum and executed the subscription documents Steward Partners Investment Solutions, LLC has not considered the actual or desired investment objectives, goals, strategies, guidelines, or factual circumstances of any investor in any fund(s). Before making any investment, each investor should carefully consider the risks associated with the investment, as discussed in the applicable offering memorandum, and make a determination based upon their own particular circumstances, that the investment is consistent with their investment objectives and risk tolerance.

Alternative investments often are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Alternative investments are appropriate only for eligible, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time. They may be highly illiquid and can engage in leverage and other speculative practices that may increase the volatility and risk of loss. Alternative Investments typically have higher fees than traditional investments. Investors should carefully review and consider potential risks before investing.

  • Loss of all or a substantial portion of the investment due to leveraging, short-selling, or other speculative practices;
  • Lack of liquidity in that there may be no secondary market for a fund;
  • Volatility of returns; • Restrictions on transferring interests in a fund;
  • Potential lack of diversification and resulting higher risk due to concentration of trading authority when a single advisor is utilized;
  • Absence of information regarding valuations and pricing;
  • Complex tax structures and delays in tax reporting;
  • Less regulation and higher fees than mutual funds;
  • Risks associated with the operations, personnel, and processes of the manager; and
  • Risks associated with cybersecurity

As a diversified global financial services firm, Steward Partners Investment Solutions, LLC engages in a broad spectrum of activities including Wealth Managery services, investment management activities, sponsoring and managing private investment funds, engaging in broker-dealer transactions and principal securities, commodities and foreign exchange transactions, research publication, and other activities. In the ordinary course of its business Steward Partners therefore engages in activities where Steward Partners’s interests may conflict with the interests of its clients, including the private investment funds it manages. Steward Partners can give no assurance that conflicts of interest will be resolved in favor of its clients or any such fund.

Past performance is no guarantee of future results. Actual results may vary. Diversification does not assure a profit or protect against loss in a declining market.

Alternative investments involve complex tax structures, tax inefficient investing, and delays in distributing important tax information. Individual funds have specific risks related to their investment programs that will vary from fund to fund. Clients should consult their own tax and legal advisors as Steward Partners Investment Solutions, LLC does not provide tax or legal advice.

Interests in alternative investment products are only made available pursuant to the terms of the applicable offering memorandum.