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+1 331-281-0183
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| 1608 Grommon Rd, Naperville, IL, 60564 | |
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Specialties
Our mission is to create personalized retirement solutions designed for you to enjoy life throughout the retirement years.
Today, we are living well into our 80′s which can be 20 — 30 years of retirement living. With fewer pensions available, many individuals are relying too heavily on Social Security to generate enough income to carry through the retirement years. Unfortunately many are left to make investment decisions in their 401k or IRA’s which often times come with investment choices carrying high fees and poor performance.
I learned from my +30 years experience in the financial markets, the most successful investment managers share two common threads, a disciplined approach towards investing and solid risk management.
In helping you achieve your retirement goals, we will work together on a collaborative basis to design a personalized retirement solution built around safety, growth, income, and financial security. We will work with strategic partners considered «best of breed» in managing investments, administration, record keeping, and custodian to deliver a full suite of services through an investment advisor representative.
Helping you plan for the future, we will work together to create, manage, and continually monitor a well defined retirement plan that gives you peace of mind.
Meet the Business Owner
Richard R.
Business Owner
Richard L. Rosenthal AIF is an investment advisor with +30 years experience in the financial markets. From working on the exchange floors at the Chicago Mercantile Exchange, Chicago Board of Trade, Chicago Board Options Exchange, and Chicago Stock Exchange he learned the key for success is a disciplined approach toward investing and managing risks.
Richard launched Morgan Bay Investment Advisors with the vision to help clients better prepare for retirement. He’s partnered with leading investment managers, administrators, and custodians to provide you with retirement solutions that are best of breed and tailored to bring you peace of mind.
