About Us
Our Firm Cleary Gull is an independent investment advisory firm serving individuals, businesses, pension plans and foundations. We have established a reputation for access to premier money managers from around the world and expertise in managing investment risk. Since 1987 we have been helping pilots and families with their investment, retirement and financial planning needs, which is now our Cleary Gull Pilot Program.
We have helped hundreds of pilots from our offices in Chicago, Dallas and Milwaukee. The Cleary Gull Pilot Program is well-positioned to help you achieve your retirement goals. Our Pilot Program Retirement Consultants have decades of planning experience. Several even had previous careers with the major airlines giving them first hand knowledge to help pilots plan for and manage their resources during their retirement years.
Our Mission
To assist clients in maintaining their own personal independence, economic freedom and dignity for the rest of their lives.
Our Philosophy
Cleary Gull believes in the power of independence. As a firm wholly owned by our principals and employees, we answer solely to our clients. This accountability creates an intense focus on the relationship and service along with unique solutions for every client. It’s what we call the ClearWealth© experience. Wealth management is, by definition, a holistic approach to understanding and provding solutions to all of the major financial challenges of your financial life. From your perspective, this means having all financial challenges solved. From our perspective, it means the ability to provide a wide range of services and solutions.
We achieve this through: