Patrick Bourbon is the founder of Bourbon Financial Management. He has over $1 billion in assets under management and oversees investments for more than 60,000 people as Chief Investment Officer of ProManage. Bourbon has a decade of experience in portfolio management and holds a CFA designation, as well as master's degrees in finance and engineering. Bourbon Financial Management provides customized wealth management plans and financial advice to help clients achieve their life goals, increase their wealth over the long term, and enjoy a secure retirement.

1. Wealth Management Advisor Patrick Bourbon, CFA is the founder Would you like to double
of Bourbon Financial Management. your retirement income?
Financial Planner He is Chief Investment Officer of
ProManage, overseeing more than
$1 billion for more than 60,000
Have you thought about your life goals and people. He is also adjunct professor
how to achieve them? at the Illinois Institute of Technology
Are you satisfied with your investment - Stuart Graduate School of Business
performance? and has a decade of experience as a
portfolio manager and analyst at UBS
Do you have the time, desire, or knowledge to Global Asset Management where he
protect and grow your wealth? was Director. Patrick earned the CFA
designation, a Masters in Finance, and
a Masters in Engineering. He proudly Bourbon Financial Management
supports many non-profits. He is
President of UFEC since 2006,
Chairman of Stuart Investments, and
Chair of the Finance Committee of Excellence
the South Shore Drill Team. Patrick Knowledge
is an avid competitor with a strong
will to success as illustrated by 10 Objectivity
years of competition in ski and tennis. Independence
Trustworthiness
Bourbon Financial Management, LLC
616 W. Fulton St. - Suite 411
Chicago, IL 60661
+1 312-909-6539
info@bourbonfm.com
www.bourbonfm.com

2. BFM Mission Protecting Your Future
Addressing Your
We make sure that you have enough With its independence, knowledge,
Financial Needs money as long as you live so that you can credentials, and high quality client
enjoy a comfortable retirement at a service, BFM is the investment
Because you are unique, we work chosen lifestyle. We enable you to fulfill advisor you need.
individually with you, personalize your goals, increase your wealth, and
our advice and services to better reduce your downside risk through BFM does not accept third-party
suit your particular needs and improve independent conflict-free financial incentives, which compromises the
your own well-being. We offer: strategies and diversified long-term integrity and impartiality of its advice.
investments.
As an independent Registered
Education on the basics of successful
Investment Advisor, and NAPFA
long-term investment to achieve better
 Creating peace of mind affiliate, we act in a fiduciary capacity
returns and make informed decisions
for our clients.
A Personalized and Comprehensive  Achieving financial security
We work for you and place your
Plan that brings you financial stability by interests ahead of ours.
optimizing cash flows, improving  Providing affordable financial advice
retirement funding, real estate purchases,
estate planning and reducing tax Realizing Your Goals
Periodic Reviews of your investments, Do you want your investments to suit
including recommendations when We Help You your retirement goals? You bet! Do you
changes are warranted want to do the research, make the
 Enjoy happy, golden years choices, and conduct the ongoing
monitoring necessary to make sure
you’re on target to meet your
 Create and preserve wealth
objectives? If you’re like most of us,
probably not.
 Reduce stressful decision-making
Planning to fulfill your life goals is an
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can bring great rewards. BFM will make
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 Provide security for your family of your life.