Alan Locke

Locke Investment Management, formerly Locke Financial Services, has been a trusted financial advisor firm in Palatine since 1994. The core of who we are is rooted in loyalty and trust. Without trust, it is impossible for us to grow a lifelong relationship with our customers. This layer of trust is what helps make us different. For all different types of investors, our goal is to support, educate and nurture lasting relationships.

We pride ourselves on our rigorous investment process and continuous engagement with our clients. We are always on top of your investments, making adjustments as market conditions change. Our proactive approach sets us apart from traditional asset allocators.
We have a long history of supporting our clients and helping manage investments that will fund their future. We value a collaborative process where the foundation is built upon honesty and transparency. Unlike a lot of financial advisors, we do not sell commission-based products. There can be moral hazards associated with commission products.

We are fiduciaries and are required to put the client’s interests before our own. Due to our fiduciary standards, we only charge a monthly fee that is based on how much a client had in assets with us. This basically means that we make more money when you make money, aligning our interests.