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Disciplined Investment Management Employee Directory

Investment ManagementIllinois, United States2-10 Employees

Disciplined Investment Management is a small investment management firm that works with high net worth clients to create customized portfolios aligned with their specific objectives. The firm emphasizes risk management disciplines, prioritizing downside risk protection and capital preservation over a full 4-6 year market cycle. Most clients are retirees or are approaching retirement. The firm is led by Larry Stein, author of Peace of Mind Investing, who also contributes to MarketWatch's RetireMentors column. It is based in Deerfield, Illinois, and operates with a small team.

Find Disciplined Investment Management employees' phone numbers or email addresses

Disciplined Investment Management Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Disciplined Investment Management's Leadership

  • Stylized image of a person
    L. S.
    Ceo | Investment Advisor | Published Author
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. S.
    Financial Advisor, Certified Divorce Financial Analyst
    Phone icon
    Mobile Phone

Disciplined Investment Management Employee Metrics

100%
50%
0%
2026
2025
2024
  • Media & Communications
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Disciplined Investment Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. S.
    Ceo | Investment Advisor | Published Author
    Phone icon
    Mobile Phone
    United StatesIllinois
    May 21, 2025
  • Stylized image of a person
    S. S.
    Financial Advisor, Certified Divorce Financial Analyst
    Phone icon
    Mobile Phone
    United StatesIllinois
    Jun 02, 2025

Frequently Asked Questions

What is Disciplined Investment Management known for?

Minus sign iconPlus sign iconDisciplined Investment Management operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-847-597-****
. Explore Disciplined Investment Management's company overview page for more information.

What is Disciplined Investment Management's most common email format?

Minus sign iconPlus sign iconDisciplined Investment Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Disciplined Investment Management email formats with LeadIQ.

How many employees does Disciplined Investment Management have currently?

Minus sign iconPlus sign iconDisciplined Investment Management has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Disciplined Investment Management's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Disciplined Investment Management's key employees include:

  • Ceo | Investment Advisor | Published Author: L. S.
  • Financial Advisor, Certified Divorce Financial Analyst: S. S.

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