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Gofen and Glossberg
Gofen and Glossberg is a Chicago-based investment advisory firm serving individuals, families, foundations, endowments, companies, and pension plans.
Gofen and Glossberg
Gofen and Glossberg is a Chicago-based investment advisory firm serving individuals, families, foundations, endowments, companies, and pension plans. It was acquired by CI Financial on November 10, 2021.
General information
Firm type
Bank / Wealth / Trust
Year founded
1932
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, IL, United States
Frequently asked questions
Is Gofen and Glossberg a family office?
No. It is an independent, employee-owned registered investment advisor that manages capital for multiple client families, individuals, trusts, and institutions. It does not serve a single source of wealth and does not operate as a single-family office.
Does the firm run any pooled funds?
No. Gofen and Glossberg manages assets solely through separately managed accounts. Public records show no registration for mutual funds, ETFs, or private pooled vehicles. This structure allows the firm to customize portfolios to individual client tax, income, and estate-planning requirements.
Who owns Gofen and Glossberg today?
The firm is privately held and employee-owned. No external parent company, private-equity sponsor, or bank holding company appears in public ownership records. The founders' families have not publicly disclosed their current equity stakes.
What is the firm's equity investment approach?
The firm practices concentrated, long-duration equity investing in high-quality US large-cap companies. Regulatory 13F filings historically show a portfolio of roughly 40 to 60 positions, with top holdings often held for a decade or more. The strategy emphasizes durable competitive advantages, consistent dividend growth, and below-market portfolio turnover.
Does the firm have any office outside Chicago?
No. Gofen and Glossberg has operated exclusively from Chicago since its founding in 1932. Public records and the firm's regulatory filings do not indicate any branch offices, satellite locations, or out-of-state investment teams.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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