Equilibrium Investment Management was founded by Alan Delcorse on the strong belief that there needs to be a balance between the search for return, the risk it takes to get that return and the consistent concern for preserving capital. An integral part of our investment process to help our clients meet their wealth building goals, is our judicious attention to risk management and capital preservation. We also believe that portfolio management should be inclusive of the complete "menu" of investments and not restricted to the typical limitations set by most investment advisors or their firms. With our experience in consulting for institutional clients, our investment management philosophy is based upon the theme of "unconstrained diversification" which simply means going beyond the traditional investments of stocks, bonds and cash. In our investment process we utilize our expertise in "defensive growth" and non-traditional investment for greater diversification in order to unlock the potential for risk-reduction and higher returns.
Alan Delcorse has over 25 years of experience in the investment industry. He has the distinction of having worked at three world-class, leading money management firms - Merrill Lynch, Calamos Investments and Man Investments. In various roles for these three firms, Alan has managed investments or consulted for a variety of institutional clients and high-net worth individuals. Additionally, he has trained hundreds of advisors in the use of non-traditional and alternative investments to create more "intelligent" portfolios.
Alan has a strong passion for investing and is very excited about his approach at Equilibrium Investment Management, formed under the umbrella of Uhlmann Investment Management. Alan lives in the Stonebridge community in Aurora with his wife Debra and they have 3 grown children, Rebecca, Kimberly and Jeff. Alan is a member of the Investment Consultants Association and is a graduate of Northern Illinois University.
Alan Delcorse, Managing Director
e: adelcorse@upsecurities.com
t: 312-264-4404
c: 630-215-3319
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