Personal Trust & Investments

Let the same professionals that manage more than $2 billion in institutional investments help you plan your personal portfolio.

We are able to manage your personal taxable and tax-exempt portfolios utilizing a variety of fixed income, equity and real estate investments.

We work with you to help you determine your portfolio goals. We then construct a well diversified portfolio based upon your short and long term goals, needs for liquidity, and desire for growth. All this is done using a risk controlled asset allocation strategy for your portfolio.

Typical types of personal portfolios we manage include IRA and IRA rollover accounts, 401(k) and Pension Plan rollovers & distributions, and individual taxable portfolios.

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