Asset Management – Great Lakes Advisors
Your dedicated portfolio manager offers customized, proprietary asset management services to private clients, supported by teams of seasoned research and economic professionals. We work in tandem with your financial advisors to ensure a tax efficient strategy, as well as one which complements all components of your Wintrust wealth strategy – from banking to estate services.
A complementary financial plan serves as a starting point, to quantify your goals and explore an optimal asset allocation model to create and manage a customized, diversified portfolio that reflects personal risk tolerance, return and yield expectations, liquidity needs, tax considerations and time horizon.
Our portfolio managers and investment committee bring decades of experience to the overall investment process. Separately managed accounts are built upon a common philosophy resulting in consistent alignment with our proprietary strategies.
On-going monitoring of assets under management offers insight into potential risk.
Multi-Asset Strategies – For clients in search of an investment portfolio diversified across asset classes, we combine our equity and fixed income styles within an open architecture format, offering benchmarks to offer a clear understanding of performance.
Fixed Income Strategies – We offer unique fixed income strategies for private clients, designed to outperform an agreed benchmark, with most portfolios laddering across a curve to diversify rate exposure, sector concentration, tax efficiencies and credit risk.
The Chicago Trust Company, N.A.
When you work with us, you get the undivided attention of knowledgeable, dedicated and caring professionals for the life of your trust. We have trust powers in all 50 states.
Our Trust Administrators average over 20 years of industry experience, and work in tandem with you, your PwC Wintrust Team members, your current advisors (or if asked, introduce professionals) to carefully tailor and administer trust solutions, which many times include the following:
- Personal and Corporate Trustee Services
- Estate Settlement
- Donor-advised Funds
- Custody and Escrow Services
- Special Needs Trusts
- Land Trusts
- 1031 Exchanges
- Continuum of Care Services
- Trust Services for Investment Managers
Whether asking us to review your current estate plans, or starting fresh, an estate plan is offered to develop a road map for ensuring your goals are translated into a tax efficient, personalized service.
Private Banking the way it should be…
Wintrust Wealth Services is uniquely positioned to cater to the complex needs of partners, principals and managers of PwC, drawing from bankers having years of experience working with leadership of major public accounting and consulting firms.
Your dedicated private banker orchestrates the resource of one of the largest financial institutions headquartered in Illinois.
We partner with you to offer a melodic blend of services to compliment your goals, many times customizing lending arrangements through a line of credit to meet temporary cash flow needs, to term facilities for a particular investment purpose.
We orchestrate the right accompaniment of professionals and technology to both advise and support your family’s financial needs. From rebating fees incurred from non-Wintrust ATM locations throughout the U.S.; to developing a sophisticated financial game plan; to solutions for offering peace of mind daily cash management is handled seamlessly given your focus on family and business.
With the tools and services Wintrust provides as a foundation, Wintrust Wealth Services is able to meet each client’s unique needs on a personalized basis with the utmost privacy.
We deliver a unified approach with other members of your PwCWintrust Team, your accountant and attorney; as well as work in concert with seasoned Wintrust colleagues from other lines of business, including the following:
Commercial Banking, Treasury Management, Residential Mortgage Lending, Foreign Exchange and International Trade Advisory.