With more than 50 years of combined experience, the Tim Notaro Team is equipped with the expertise, leadership, and commitment to deliver a wide range of financial services to meet your unique wealth management needs.
Our extensive understanding of the marketplace and the seemingly innumerable investment vehicles available today allows us to help our clients navigate the terrain with personal attention and focus. When developing a customized strategy and identifying the most suitable and effective products, we consider individual risk tolerance, time horizon, and current financial situation with the simple objective of seeing our clients achieve their financial goals. Using our Comprehensive Financial Review™ (CFR) as the foundation, we strive to build and maintain sound relationships rooted in trust and complete in scope. The CFR is a powerful tool that helps our clients analyze the totality of their financial circumstances, touching on everything from savings and goals to assets and liabilities.
Armed with this detailed insight and in partnership with you, we can confidently analyze, draft, and implement a plan aimed to guide you toward the future you envision. We firmly believe that the combination of our disciplined investment strategy and deep experience provides us with the insight and resources to lead our clients throughout every stage of their financial lives.
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.