The Steven Diamond Team approach offers a combination of economic analysis, investment expertise, and client service. A deep understanding of economics and the many investment and research tools available at the firm enable the team to best serve its clients wealth management needs. We begin with a complete overview of your investment needs and objectives, and then we work 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. We are committed to helping you meet your investment goals at all stages of your financial life. With the belief that establishing an investment plan is not a one-time occurrence, but rather an ongoing process, we work with you on a continual basis to ensure that your investment plan is in line with both market conditions and, most importantly, your priorities.

Trust and Asset Management
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.