Investment Management

As a bank specializing in serving unions and their employee benefit plans, we have an in-depth understanding of their special concerns and are uniquely qualified to meet the investment management needs of unions, their benefit plans and members. Our investment record demonstrates consistently strong performance while maintaining a high degree of safety and emphasizing stability of principal.

We offer a full range of equity and fixed income styles. To meet the growing and complex needs of the Taft-Hartley community, we have established several subadvisory relationships to supplement our own investment management capabilities.

Our partnership process starts by carefully reviewing the well known investment manager databases. This multi-part process focuses on screening important characteristics such as firm size, ownership, commitment to the business, as well as a vast number of performance and risk control parameters. Only when a potential partner passes all of these screens do we then begin an intensive interview process with the firm and its principals. In the end, our senior management and its board take an active role in the addition of a new strategic partner to our product offerings.

Asset Class Capabilities

Capital Markets Review

For More Information

To find out more about this or any our Trust and Investment Services, please call 312-822-3296 .

30 North LaSalle Chicago, IL 60602 312-822-300028600 Bella Vista Parkway Warrenville, IL 60555 630-225-4300