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.)