Jeff and his associates take great care to identify and recommend the ideal combination of investment vehicles and solutions to meet each client’s unique wealth management needs. Our holistic planning process defines us. We begin each relationship by helping to establish relevant, achievable financial objectives. We do this by asking questions (a lot of them!) about your current financial profile—assets and liabilities, your time horizon for future goals, and your tolerance for risk. Next, we devise a unique wealth management strategy based on your profile. Our recommendations typically address income, retirement planning, asset protection, investment management, strategic borrowing, and estate planning. Your plan includes an asset allocation strategy designed to achieve a return in line with your risk tolerance and time horizon. Once your plan design is complete, we put it into action and work closely with you to bring the elements of your strategy to life. We value transparent, tax-efficient, cost-effective, and liquid investment solutions to meet your needs. Our team has access to top notch research and hundreds of products from which to choose so we can recommend the best fit. Whether funds or individual stocks and bonds are most appropriate, we work closely with you to keep your portfolio on track. In the final phase of our process, we review your performance, continue to ask questions, and update your plan over time. When your personal situation or market conditions change significantly, we recommend adjustments to your portfolio as necessary. We value your business and appreciate the opportunity to guide you towards achieving your financial goals.
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.