Our Firm

Reliance Worldwide Investments, LLC (“RWI”) is a privately-held independent Broker-Dealer.

Our corporate offices and Financial Advisors are located in the greater Chicago, Illinois area, with affiliated independent Registered Representatives And Investment Banking Representatives located across the country.

Being a privately-held firm, we are familiar with, and appreciate, both:

  • The challenges facing individual investors in growing and preserving their wealth, and

  • The challenges facing closely-held companies in growing their businesses, raising capital, managing through difficult economic times, and ultimately transitioning ownership through succession or divestiture to a third-party.

Our recognition and understanding of their respective needs and objectives uniquely positions us to be a trusted advisor to privately-held companies, as well as their owners, employees and investors.

Whether it is creating a structured and diversified approach for individual investors, providing private investment banking services for privately- or closely-held companies, or dealing with one time liquidity events (such as an inheritance, legal award or settlement, or the proceeds from the sale of a business or other assets), let RWI be your choice for objective advice.

Through their expertise, first-hand experience and personal attention RWI advisors and representatives forge the kind of client relationships that differentiates us in our industry.

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