The Wealth Optimization Process
Investors in the Diversified Funds also receive the full suite of Chicago Partners services, including a dedicated team of advisors consisting of a CFP®, CFA, and J.D.
The advisory team helps investors set up their financial plans, access their plans using our financial planning tools, and maintain their investment portfolios and financial plans.
Portfolio
Audit
- Analyzing the portfolio's expenses
- Identifying opportunities for optimizing investment securities
- Minimizing excess investment costs and trading costs
- Recommending diversification, yield, and asset allocation opportunities
Investment Management
for Partners
- Diversified Equity Fund: Compliance-friendly global equity markets exposure
- Diversified Income Fund: Compliance-friendly fixed income exposure with a target yield of 4.72%
- All-in cost of 65 bps (0.65%)
- Monthly liquidity
Tax Planning
& Preparation
- Analyzing previous tax returns for optimization opportunities
- Tax-loss harvesting inside investment accounts
- Identifying & recommending tax-advantaged investment opportunities
Advanced
Financial Planning
- Setup & access to eMoney's Wealth Management System (WMS) financial planning software
- Creation of financial plans, including cash flow plans, retirement plans, education plans, estate plans, insurance plans, & charitable giving plans
Private Banking
& Custom Reporting
- Assessing low-cost lending solutions
- Overseeing asset transfers
- Customized performance reporting
- Access to the Chicago Partners App (Apply Store & Google Play)
- Coordination with outside advisors (CPA, attorney, etc.)
The Wealth Optimization Process
Investors in the Diversified Funds also receive the full suite of Chicago Partners services, including a dedicated team of advisors consisting of a CFP®, CFA, and J.D.
The advisory team helps investors set up their financial plans, access their plans using our financial planning tools, and maintain their investment portfolios and financial plans.
Portfolio
Audit
- Analyzing the portfolio's expenses
- Identifying opportunities for optimizing investment securities
- Minimizing excess investment costs and trading costs
- Recommending diversification, yield, and asset allocation opportunities
Investment Management
for Partners
- Diversified Equity Fund: Compliance-friendly global equity markets exposure
- Diversified Income Fund: Compliance-friendly fixed income exposure with a target yield of 4.72%
- All-in cost of 65 bps (0.65%)
- Monthly liquidity
Tax Planning
& Preparation
- Analyzing previous tax returns for optimization opportunities
- Tax-loss harvesting inside investment accounts
- Identifying & recommending tax-advantaged investment opportunities
Advanced
Financial Planning
- Setup & access to eMoney's Wealth Management System (WMS) financial planning software
- Creation of financial plans, including cash flow plans, retirement plans, education plans, estate plans, insurance plans, & charitable giving plans
Private Banking
& Custom Reporting
- Assessing low-cost lending solutions
- Overseeing asset transfers
- Customized performance reporting
- Access to the Chicago Partners App (Apply Store & Google Play)
- Coordination with outside advisors (CPA, attorney, etc.)