Portfolio Management

Effective portfolio management can only be achieved through a unique blend of real estate savvy, business aptitude, and financial proficiency.  AD Advisors have over 25 years of experience in both the U.S. and Canada, helping their clients to optimize real estate investments and understand the issues surrounding complicated real estate transactions.

The AD team can analyze risks in buying or selling property to maximize growth in your portfolio.  We help church leaders explore investment opportunities or connect them with other investors.  We assess market trends, review opportunities to ensure profitability, and establish the value of your real estate assets. We can review property leases, create unique business plans, and help church leaders make decisions regarding their financial portfolio.

Throughout this process, we maintain solid relationships with our clients, working with church leaders and parish officials to maximize opportunities, while maintaining the vision, mission and heritage of your parish.

Contact Us

We would love to hear from you!

Send us a message and we’ll get right back in touch.

AD Advisors
630.606.9000
info@adadvisors.org