# Gofen and Glossberg

Gofen and Glossberg is a Bank / Wealth / Trust based in Chicago, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 1932
- **Assets under management:** Undisclosed
- **Website:** gofen.com
- **LinkedIn:** linkedin.com/company/gofen-&-glossberg-incentive-llc

## Regulatory record

- **Reports private funds:** No

## About

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.

## Questions

### 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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