Our experience coupled with sound investment principles serve as the foundation of our strategic focus to help you protect and grow your assets. We are dedicated to providing our clients with the highest quality of service and advice. With a truly extensive understanding of the marketplace and the seemingly innumerable vehicles available to investors, we help navigate the terrain with personal attention and creative innovation. We are equipped with the expertise, leadership, and commitment to offer a wide range of financial services to meet your unique wealth management needs.
Led by David Bruskin, your wealth management team begins with a complete overview of your investment needs and objectives, and then works in partnership with you to develop an individually tailored investment plan. Through a disciplined process, we manage your assets in accordance with your financial objectives, while remaining sufficiently flexible to respond to changes in the investment markets and your personal circumstances. In a seamless approach, our team works in concert with your attorneys and accountants to incorporate assets, debt and liability planning, personal insurance, and overall risk management to construct a truly comprehensive strategy.
We constantly strive to deliver the personal attention necessary to ensure that your investment plan is best aligned to help you and your family meet your long-term goals. We oversee all aspects of your financial picture with integrity, depth of experience, and commitment to excellence—the hallmarks of The Bruskin Group.
Through our affiliate, The Chicago Trust Company, we are able to provide you access to an expert team of Trust Administrators,each with an average of over 20 years of industry experience. We offer a full range of administrative and fiduciary services, including trust and estate management, bill payment, care provider management, and tax preparation and filing. Moreover, The Chicago Trust Company proudly serves as corporate trustee or successor trustee for many of our clients. As a part of our collaborative process, our trust professionals work in concert with attorneys, accountants, financial advisors, portfolio managers, and financial planners to customize solutions that most effectively help you meet your objectives.
Our asset management affiliate, Great Lakes Advisors, provides comprehensive investment and advisory products and services to both private clients and institutions, including corporations, public and government entities, pension and profit-sharing plans, Taft-Hartley plans, endowments, foundations, and trusts. Our Portfolio Managers help you meet your financial goals through the use of proprietary models, access to our in-house analyst staff, and the expertise of our product specialists. Our asset management professionals design custom tailored investment solutions utilizing sophisticated risk analytics and advanced asset allocation models to ensure your portfolio is constructed and managed in accordance with your unique long-term objectives.
Lake Forest Bank & Trust provides its clients with solutions for a wide variety of banking needs. Whether you are looking for a checking account, savings account, certificate of deposit, or the unique MAXSafe account, our knowledgeable and experienced banking professionals stand ready to deliver the products and services best suited to meet your unique goals. Unlike larger banks, we proudly and confidently make all lending decisions in-house at Lake Forest Bank & Trust.
Our Loan and Mortgage Solutions group provides you with the products, services, and guidance to help meet your lending needs. Whether you are looking for a loan, mortgage, or line of credit, we will explain our lending options to you in the most straightforward and transparent manner possible.
Our Commercial Banking group offers solutions that are designed to meet the complex, sophisticated, and dynamic needs of your business. Our commitment to personal service means you will have direct access to an experienced and dedicated team of financial professionals who take the time to get to know you and your business and remain committed to the long-term development of your company’s success. We offer a full complement of financial services, including commercial credit, real estate financing, and treasury management.