Property Management Chicago #silver #oak #wealth #management


Because you deserve

Because you deserve

Because you deserve

About Our Community Management Corporation

Here at ACM Community Management, we believe in providing exceptional community management services to townhomes, homeowners associations, condominiums and vintage buildings throughout Chicagoland.

We are committed to the highest standards of excellence in every aspect of community property management, but particularly in the responsible way we manage our Client’s business, in accurately performing their collection and accounting services, in planning for the future and in providing a level of customer service that cannot be surpassed by any other Chicagoland community management group.


ACM is dedicated in providing exceptional community management services for townhome, multi-story condominiums, homeowner Associations and vintage buildings. By offering innovative and cutting edge services that can be custom tailored, we ensure your association is managed to the highest standards of excellence.

ACM Portfolio

With over 120 properties that we service in the Chicagoland area, we provide professional property management services to all types and sizes of Communities. We are proud of our Portfolio and look forward to getting to know your Community.


Welcome association residents. We’ve put your association online to provide you with more convenience and a wealth of services and opportunities to share ideas and information; get news and announcements; access an online resource center, make payments and much more.

Sign Up

If you are a new user, and wish to gain access to a wealth of resources as well as access to your account information please start here.


Have a request or question? We are here to help. Complete one of the forms below, and we will respond as soon as possible.

Helpful Resources

ACM is dedicated to providing education and resources to those living in our community associations. Please see below for the latest news and tips available.

Chicagoland Community Management Services

ACM Community Management offers innovative and cutting edge services that can be custom tailored ensuring your association is managed to the highest standards of excellence. Our services include:

  • Community management We provide only the best community managers, who are experienced, knowledgeable and who truly enjoy professional community management..
  • Customer care Our customer care approach provides high-quality, professional service 24/7. From 7 a.m. to 7 p.m. our highly trained and friendly customer care representatives are the face of your townhome or condo complex. After hours, residents will be connected to a property manager, who triages needs, submits emergency requests and handles matters promptly.
  • Online services Our “Smart Web” portal will help your association build a robust online presence that’s as useful to your community as it is easy to maintain. From dedicated “board only” features that let your committee members, board members and stakeholders access important documents 24/7, to bulletin boards or a Frequently Asked Questions page that presents important information, our online services provide your community members all the information they need in a convenient and secure online portal.
  • Financial services Our financial services put all of your financial information at your fingertips, allowing you to make the best decisions. Whether it’s browsing monthly financial reports, following up on overdue assessments, or managing bills electronically, you’ll love our financial services.
  • Professional maintenance Our professional maintenance services keep your premises clean, provide seasonal and preventative maintenance, and respond to resident requests for service.

“We did make our move to ACM because of the perceived value of service that could be provided. I have not been disappointed. I am very pleased with the Customer Service Staff-they are knowledgeable and seem customer focused.”

– Lenne, Board Member

“We were still able to accomplish some great things on behalf of the community. Along with ACM’s knowledge and experience to help us find good vendors. I can’t even imagine getting this project done under our former management company!”

– Debi, Board Member

“Let me thank you and your colleagues at ACM for the prompt and professional manner in which you alerted the Board of the issues indicated below about the late fee. Further, your firm stayed on top of the issue seeking a resolution from our C.A. On March 19, I do remember bringing up my concern about the timely payment of assessments and imposing late fees. If I may write bluntly, your firm has exceeded my expectations. Thank you, as always for your assistance!”

– Greg, Board Member

“I just had a nice call from Jim (previous Management Company). He is impressed with ACM and feels the Board made a good decision. Thank you!”

– Jeniffer, Board Member

Request a Quote for Community Management Services

ACM Community Management serves more than 120 owner-occupied properties throughout Chicagoland; and we are currently accepting new clients. To speak with us about your community’s needs, and get a quote for service, please contact us today. We look forward to learning more about your townhome, condominium, HOA or vintage building and helping you reach your goals.

Selling or Refinancing?

UBS Wealth Management Americas Partners with Rethink Impact to Contribute to Raising Industry s Largest1 Impact Investing Fund with Gender Lens Overlay #largest #wealth #management #firms


UBS Wealth Management Americas Partners with Rethink Impact to Contribute to Raising Industry’s Largest1Impact Investing Fund with Gender Lens Overlay

March 08, 2017 11:44 AM Eastern Standard Time

NEW YORK–( BUSINESS WIRE )–UBS Wealth Management Americas partnered with Rethink Impact, a venture capital fund, to contribute to raising $110+million, more than half of which came from UBS clients, including high net worth individuals, family offices, private foundations, and universities, for the closing of Rethink Impact. Rethink Impact is an impact investing venture capital fund investing in gender diverse, tech-enabled companies working to solve the world’s biggest challenges based on the UN Sustainable Development Goals (SDG).

Rethink Impact, invests in social impact companies with a gender lens. The fund is particularly focused on the health, education, environmental sustainability and economic empowerment sectors and includes companies that merge strong businesses with a social mission. Rethink Impact investors span the majority of the states across the country, are balanced in terms of gender and are a mix of individuals, foundations, universities and beyond.

Impact investing aims to generate a defined positive social or environmental impact as well as a competitive return. It is an attractive area for investors who wish to align their portfolios with their values.

“We prioritize financial returns above all else for our clients,” said John Amore, Managing Director UBS Wealth Management Americas, “Yet fundamentally, we believe in companies whose social impact enhances their financial returns and whose financial returns fuel their social impact. Our clients increasingly want financial advice as well as innovative solutions to utilize their wealth and resources to address societal issues. As the world’s largest global wealth manager, we are well positioned to guide them and felt that Rethink Impact was a compelling solution given our clients’ investment and impact goals.”

Research shows that female-led businesses outperform. On average, firms with 30% female leadership see net revenues 15% higher than firms with no female leaders. 2 Despite this, little capital goes to female-led firms, with only 3% of venture dollars going to companies with a female CEO 3 and fewer than 6% of people making investment decisions at venture capital firms are women. 4

Jenny Abramson, Founder Managing Partner of Rethink Impact said, “My partner, Heidi Patel, and our team believe that the next generation of extraordinary companies will find success through their diversity coupled with relentless pursuit of mission, for the benefit of all communities. There has never been a better time to enter the field of impact investing. The problems that these companies address are still so vast, but now we’re seeing more and more seasoned entrepreneurs partnering up with top engineering talent to tackle these issues head on, in a scalable and sustainable way. This creates a ripe opportunity for investment for firms that really understand the sector.”

UBS is helping to mainstream impact investing in response to demand from clients and from the community. At the World Economic Forum’s Annual 2017 Meeting in Davos, UBS committed to direct at least $5 billion of client assets into new SDG-related impact investments over the next five years. Other examples of impact investing milestones where UBS has been involved include the Oncology Impact Fund, the UBS Optimus Foundation’s Development Impact Bond, the Loans for Growth fund, a public-private model providing loans to SME’s and co-funded by the Swiss State Secretariat for Economic Affairs (SECO), the G8-affiliated Social Impact Investment Taskforce and the WEF’s reports on mainstreaming impact investing. UBS has also integrated impact investing into its regular sustainable investing reports and Opinion Leaders white papers.

As of 31 December 2016, UBS’s sustainable investments increased to CHF 976 billion compared with CHF 934 billion as of the end of 2015, representing 35% of the firm’s total invested assets. Major increases in relative terms were observed among the integration and impact investments, which increased 64% and 228%, respectively, compared with 2015.

1 According to B Lab as of March 1, 2017.

2 Marcus Noland, Tyler Moran, Barbara Kotschwar, Is Gender Diversity Profitable? Evidence from a Global Survey. (Washington, D.C. Peterson Institute for International Economics, February 2016)

3 Candida G. Brush, Patricia G. Greene, Lakshmi Balanchandra, Women Entrepreneurs 2014: Bridging the Gender Gap in Venture Capital (Boston, MA: Babson College, September 2014)

4 Dan Primack, Venture Capital Still Has a Big Problem With Women (New York: Fortune Magazine, April 1, 2016)

Notes to editors

About UBS Wealth Management Americas

Wealth Management Americas is one of the leading wealth managers in the Americas in terms of financial advisor productivity and invested assets. Its business includes UBS’s domestic US and Canadian wealth management businesses, as well as international business booked in the US. It provides a fully integrated set of wealth management solutions designed to address the needs of ultra high net worth and high net worth clients.

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of our Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal Corporate Banking, Asset Management and the Investment Bank. UBS’s strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets.

UBS is present in all major financial centers worldwide. It has offices in 54 countries, with about 34% of its employees working in the Americas, 35% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 13% in Asia Pacific. UBS Group AG employs approximately 60,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

About Rethink Impact

Rethink Impact is a venture capital fund that invests in social impact companies with the potential to deliver market-rate financial returns for investors alongside transformational social and environmental change. There are two main lenses for Rethink Impact’s investments: gender diverse management teams and technology enabled businesses. The fund is focused on the health, education, sustainability, and economic empowerment sectors. The leadership team and Investment Committee have experience operating and investing in impact companies.


Management Consulting Group PLC – Board of directors #waldron #wealth #management


Alan Barber – Chairman

Alan Barber, aged 69, joined the Board in April 2005 as a non-executive director and was appointed Executive Chairman on 19 February 2008. He relinquished his executive duties on 31 December 2010 and is now non-executive Chairman. He is a non-executive director of JP Morgan Japanese Investment Trust PLC. He is a former non-executive director of Witan Pacific Investment Trust PLC, PLC and Teather Greenwood Holdings PLC and was a partner in KPMG’s London office until 2004. He is a member of the Nominations Committee.

Nicholas Stagg – Chairman and Chief Executive

Nicholas Stagg, aged 57, was appointed Executive Director on 21 October 2009, Chief Executive with effect from 1 July 2010, and Chairman and Chief Executive with effect from 1 January 2017. He graduated in physics at University College, London and joined Thomson McLintock in 1981, where he qualified as a Chartered Accountant. He worked in property investment companies before becoming group managing director of Lambert Smith Hampton PLC. Subsequently he was managing director of W S Atkins International PLC and then first COO and then CEO of Teather Greenwood Holdings PLC, where he was responsible for the development of the business and its eventual sale to Landsbanki in 2005 and then Straumur in 2008.

Michael Comras – Finance Director

Michael Comras, aged 61, was appointed Finance Director on 30 May 2017. He qualified as a Chartered Accountant in 1978 and subsequently worked for a wide range of businesses, both public and private, including financial services, shipping, businesses, property and wealth management.”

Marco Capello – Non-Executive Director

Marco Capello, aged 56, joined the Board on 18 June 2010. He is the founder and managing partner of BlueGem Capital Partners LLP. From 2002 to 2006 he was a managing director of Merrill Lynch Global Private Equity. Previously he worked for over 18 years at First Boston, Wasserstein Perella and,since 1994 at Merrill Lynch. During his career in investment banking he worked primarily in mergers and acquisitions both in New York and London. Mr Capello holds an MBA frm Columbia University in New York. He graduated in Civil Engineering from the Politecnico di Torino. He is a board member of Olicar S.p.A, The Private Clinic Limited, Fintyre S.p.A, Neomobile S.p.A. Liberty Ltd and Ufi Filters S.p.A. He is a member of the Remuneration Committee and the Nominations Committee.

Fiona Czerniawska – Non-Executive Director

Fiona Czerniawska, aged 56, joined the Board on 10 March 2017. She is the founder and director of Source Global Research. Prior to this, she was director of strategy and planning for EY in the UK, and head of research for the Management Consultancies Association, and has more than 25 years’ experience in the management consulting industry. Fiona has a PhD from the University of London and is a graduate of Oxford University. She is a director of the Source Information Services Limited.

Emilio Di Spiezio Sardo – Non-Executive Director

Emilio Di Spiezio Sardo, aged 39, joined the Board on 18 June 2010. He is a partner of BlueGem Capital Partners LLP. Before joining BlueGem as a partner, in 2007, he worked in London as a hedge fund manager at York Capital Management, a global multi-strategy hedge fund with approximately US$10 billion under management. Before that he worked for six years in investment banking at Merrill Lynch in London and Rome. Mr Di Spiezio Sardo graduated summa cum laude in Economics and Finance from Bocconi University in Milan. He is a board member of Olicar S.p.A, The Private Clinic Limited, Fintyre S.p.A, Neomobile S.p.A. and Liberty Ltd.

Julian Waldron – Non-Executive Director

Julian Waldron, aged 53, joined the Board on 8 October 2008. He is a UK citizen residing in France. He is currently chief financial officer of Technip, a French listed group providing project management, engineering and construction services for the oil and gas industry, which he joined in October 2008. Prior to this he was a managing director in corporate finance at UBS Warburg and the chief financial officer of Thomson SA. He is Chairman of the Audit & Risk Committee and a member of the Remuneration Committee and the Nominations Committee.

Charles Ansley – Company Secretary

Charles Ansley, aged 66, was appointed Company Secretary in April 2007, having joined the Group in 2001. He graduated in Law at the University of Sheffield and subsequently worked in the London office of KPMG. He is a qualified Chartered Accountant.

MCG facts report

Group history

2011 Ineum Consulting and Kurt Salmon Associates merged to become Kurt Salmon, a stronger, more global consultancy business.

2010 Nick Stagg was appointed Chief Executive from 1 July. Alan Barber remained Executive Chairman until the beginning of 2011 when he transitioned to Non-executive Chairman.

2010 Management Consulting Group PLC raised £25 million through a firm placing, placing and open offer of new ordinary shares and warrants. Through this fundraising BlueGem Capital Partners LLP became an active, long term cornerstone investor in the business.

2008 Parson Consulting was restructured, merged into Ineum Consulting and the brand name discontinued. Viaduct Consulting was merged into Ineum Consulting.

2008 Chairman, Rolf Stomberg, and Chief Executive, Kevin Parry, left the Group. Alan Barber became Executive Chairman and the heads of Alexander Proudfoot, Ineum Consulting and Kurt Salmon joined the Main Board.

2007 The Group acquired Kurt Salmon Inc. a consultancy business specialising in the global consumer goods and retail industry and the US healthcare industry.

2007 The Group purchased CBH Consultants Inc. which operates predominantly on the west coast of the USA. This business was rebranded CBH Consulting. This business was subsequently merged with Parson Consulting.

2007 Viaduct Consulting was established to provide commercial due diligence services to corporate and financial buyers.

2006 The Group purchased 51% of the Salzer Group, which was then rebranded Salzer Consulting, a business operating in Greater China and throughout the Asia Pacific region. In 2008 this stake was sold back to its original owners.

2006 The Group purchased Ineum Consulting, the former French Deloitte Consulting business

2002 A new issue of shares raised £39 million which was used to finance the acquisition of Parson Consulting, a US financial management consultancy and its expansion to London, Paris and Sydney.

2001 The Group acquired Czipin Partners, a business similar to Proudfoot, primarily based in Germany and Austria

2001 Proudfoot PLC changed its name to Management Consulting Group PLC.

2000 Proudfoot PLC purchased IMR Europe, a Proudfoot clone with significant presence in France and Spain.

2000 Proudfoot Japan was sold for £28.5 million in an MBO to its management.

2000 Proudfoot PLC raised £6.74 million with a placing and open offer

1999 Following a strategy review the Chairman, Rolf Stomberg, and the non-executive directors recruited a new management team led by Chief Executive Kevin Parry.

1990s The business declined during the 1990s under a succession of chief executives.

1994 Proudfoot PLC raised £9.6 million in a 2 for 7 rights issue at 60p per new ordinary share.

1993 Alexander Proudfoot PLC changed its name to Proudfoot PLC.

1991 Alexander Proudfoot PLC acquired Indevo, a strategy consultancy with its main office in Stockholm. This business was partly sold and the remainder closed in 1993.

1989 Proudfoot opened an office in Johannesburg, South Africa.

1989 Alexander Proudfoot PLC acquired Philip Crosby Associates, then a publicly traded company on the US Stock Exchange. This business declined in the mid-1990s, was closed in 1996 and partly resold to its original owner in 1997.

1987 Via a reverse takeover of City and Foreign Holdings PLC, Alexander Proudfoot PLC was listed on the London Stock Exchange.

1980s To increase its global reach Proudfoot opened an office in Singapore, followed shortly thereafter by one in Sydney. By the late 1980s Proudfoot had offices throughout the Asia-Pacific region.

1970s Proudfoot commenced operations in Europe, opening an office in London.

1960s Proudfoot began its expansion out of Chicago, initially within the USA and then in partnership with Unibanco in Brazil.

1946 Mr Alexander “Alec” Proudfoot founded the Alexander Proudfoot Company in Chicago, USA. He headed the firm until his death in 1968, when the senior management purchased the company from his widow.

Bank of the Bluegrass & Trust Co #kentucky #wealth #managment, #ira, #ira #rollover, #401(k), #401(k) #rollover, #401k, #401k #rollover, #investments, #planned #giving, #endowments, #financial #planning, #toyota #early #retirement, #community #banking, #kasasa,


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Telephone: 859-233-4500
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Lexington KY 40503

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Estate Planning Council of Birmingham, Inc #estate #planning #birmingham, #estate #planners #birmingham, #estate #planning #attorney #birmingham, #al, #accredited #estate #planner, #certified #estate #planner, #personal #financial #planning, #charitable #planning, #corporate #tax #planning, #wealth #transfer #planning, #financial #planning, #retirement #planning, #executive #compensation, #deferred #compensation, #probate #administration, #trust #and #estate #administration, #business #succession, #estate #and #gift #taxation, #estate #income #tax, #securities #law, #investment #management, #will #contests, #fiduciary #income #taxation, #sale #and #tax #issues, #executive #benefits, #elder #law, #insurance, #equities, #mergers, #acquisitions, #litigation #support, #tax #defense, #attorney


Welcome to the website of The Estate Planning Council of Birmingham!

The Estate Planning Council of Birmingham is a multi-disciplinary professional association organized to provide educational programs and networking opportunities for estate planning professionals in the community. Established in 1960, the Council s membership is currently comprised of more than 200 attorneys, accountants, bank trust officers, life insurance professionals, and financial planners. Others who work in the field of estate planning participate as associate members.

If you are seeking guidance regarding your estate planning, please use our membership list to assemble a team of professionals who are dedicated to their estate planning practice.

Meetings: 1st Thursday of each month

September through May

The Harbert Center

2019 4th Avenue North

Guests are welcome!

Continuing Education Credit: Up to 12 hours a year if all meetings are attended.

Membership application on left side of this page (Document Library).

Initiation Fee: $100.00

Annual Dues: $275.00


September 7, 2017

TOPIC: The Generous Business: How Families Use their Business as an Engine of Generosity

Michael King – National Christian Foundation

TOPIC: Advising Clients through the Toughest Times of Life

Amy Florian – Corgenius

Mercer Advisors #retirement #calculator, #financial #planning, #investment, #investment #banking, #financial #management, #personal #finance, #financial #management, #financial #accounting, #financial #advisor, #financial #planning, #investments, #retirement #planning, #wealth #management, #budget #planner, #financial #planner, #certified #financial #planner, #investment #management, #financial #manager, #investment #jobs, #financial #advisers


Press Releases / News

Mercer Adds Sixth RIA in 13 Months, Nears $10B Mark, February 14, 2017
Mercer Advisors Continues Its National Expansion, Acquires Pegasus Advisors, Press Release, November 2, 2016
Mercer Advisors and Kanaly Trust Merge to Create One of the Largest Independent Wealth Managers in the United States, Press Release, March 28, 2016
Mercer Advisors Expands Footprint, Acquires Spruce Hill Capital, Press Release, November 12, 2015
Mercer Advisors Names Loren Pierson as Firm President, Press Release, July 21, 2015
Mercer Advisors Announces New Chief Investment Officer, Press Release, July 21, 2015
Mercer Advisors Surpasses $6 Billion in Client Assets Under Management, Press Release, June 15, 2015
Mercer Advisors Launches Groundbreaking Client Appreciation Initiative, Press Release, June 1, 2015


Wealth Management

Top 100 RIAs – #15, November 10, 2015

Top 100 Wealth Managers – #19, May 1, 2015

PLEASE NOTE: Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh McLennan Companies.

Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. All legal advice, services, and document creation are provided through Advanced Services Law Group. Mercer Advisors is not a law firm and does not provide legal advice or services. ©2016 Mercer Advisors. All Rights Reserved. | Powered by Mercer Advisors