The Panici-Dawson Team offers a full suite of financial advisory services to its clients through the three Wintrust Wealth Management companies: Wayne Hummer Investments (Member SIPC), The Chicago Trust Company, and Great Lakes Advisors.
Our team finds great satisfaction in determining the most effective combination of financial services to meet each client’s unique wealth management needs. We apply our extensive understanding of the markets and the seemingly innumerable investment options available today to customize a comprehensive strategy best suited to help our clients achieve their long-term goals. We begin with a complete overview of our clients’ investment needs and objectives, and then work in partnership with them to develop an individually tailored investment plan. Through a disciplined process, we manage our clients’ assets for preservation and growth of capital, while monitoring risk and ensuring the plan remains sufficiently flexible to respond to changes in the investment markets and personal circumstances. In a seamless approach, we work in concert with our clients’ attorneys and accountants to incorporate assets, liabilities, personal insurance, and overall risk management to construct a truly encompassing strategy.
Our goals are defined solely by the needs of our clients, and we are dedicated to providing families with the sound advice and personal service that has defined Wayne Hummer Investments since 1931.
Through our affiliate, The Chicago Trust Company, we are able to provide our clients 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 our clients meet their 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 our clients meet their 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 each portfolio is constructed and managed in accordance with our clients’ unique long-term objectives.