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Investment Management
Our Wealth Management Group has earned a solid reputation for offering complete wealth management services to the Bank’s clients. By listening to our clients and adding our professional expertise, we assist them in identifying and achieving their financial goals by providing a wide variety of customized wealth management solutions based upon their specific financial needs and goals.
Private Reserves
This program is an exceptional consulting process for evaluating client's financial needs. The process includes:
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Creating a customized investment policy statement
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Conducting a money manager search
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Choosing your money manager(s) (1)
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On-going monitoring and due diligence of the money manager's activities for adherence to our rigorous standards and your customized investment guidelines.
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Monthly statements
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Quarterly performance reviews with your investment administrator
Private Portfolio Management
This program is similar to our Private Reserves Program however, local money manager talent is used to manage a client's portfolio. This program is beneficial to clients who have a significant portion of their portfolio in low cost basis stock. It is also an effective program for clients that wish to have a lot of interaction with their portfolio manager.
Disclaimers:
1. Linsco/Private Ledger(LPL),and any of the Bank's investment professionals, who are also registered representatives of LPL, are not affiliated with these outside money managers.
Insurance or investment products are: a) NOT insured by the FDIC, or any other state or federal agency which insures deposits; b) NOT a deposit or other obligation of, underwritten or guaranteed by, The PrivateBank, or any affiliate; c) subject to investment risks, including possible loss of principal invested or premiums paid.
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Brokerage Services
Our clients have access to brokerage services which enable them to purchase mutual funds, stocks and bonds at competitive rates through experienced securities representatives. For many clients there is usually a certain amount of money that they like to “play” with and actively trade, this provides the perfect investment account for these trades.
Disclaimers:
Securities and insurance offered through Linsco/Private Ledger, Member NASD/SIP Insurance and investment products are: a) NOT insured by the FDIC, or any other state or federal government agency; b)NOT a deposit or other obligation of, underwritten or guaranteed by, The PrivateBank, or any affiliate; c) subject to possible loss of principal.
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Insurance
Insurance is important for many reasons. It can build cash values, which can be used to help fund retirement. Death benefit proceeds can be used to reduce the cost of estate taxes. Insurance can also be used for executive compensation and continuation plans for small businesses.
Selecting the right insurance can be a complicated process. At The PrivateBank, a wide variety of insurance products and plans are available for families and individuals through our partnership with several leading insurance companies.
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Traditional Life
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Disability
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Long-term Care
Disclaimers:
Insurance or investment products are: a) NOT insured by the FDIC, or any other state or federal agency which insures deposits; b) NOT a deposit or other obligation of, underwritten or guaranteed by, The PrivateBank, or any affiliate; c) subject to investment risks, including possible loss of principal invested or premiums paid.
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Financial Planning
A financial plan is the cornerstone of an ongoing process, one that allows you to evaluate progress, revise goals, and update strategies. The PrivateBank offers financial planning services that will examine cash flow management, retirement planning, education savings, tax and estate planning.
Disclaimers:
Insurance or investment products are: a) NOT insured by the FDIC, or any other state or federal agency which insures deposits; b) NOT a deposit or other obligation of, underwritten or guaranteed by, The PrivateBank, or any affiliate; c) subject to investment risks, including possible loss of principal invested or premiums paid.
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