The 5-Step Wealth Optimization Process
Five steps to optimize the management of your wealth.
The 5-Step Wealth Optimization Process
Five steps to optimize the management of your wealth.
Step 1: Portfolio Audit
Understand the inner-workings of your portfolio.
The first step, portfolio audit, creates an in-depth analysis of your portfolio called the Portfolio X-Ray.
The Portfolio X-Ray looks at your portfolio's expense ratios, diversification, asset allocation, and other fees to identify its strengths and weaknesses.
By understanding what is working and what is not, our team can begin to create a plan that better reaches your goals.
Reduced Expense Ratios
Low-Cost Advisory Fee
Minimized Trading Costs
Optimized Asset Location & Allocation
Optimized Portfolio Yield
Optimized Portfolio Diversification
Step 1: Portfolio Audit
Understand the inner-workings of your portfolio.
The first step, portfolio audit, creates an in-depth analysis of your portfolio called the Portfolio X-Ray.
The Portfolio X-Ray looks at your portfolio's expense ratios, diversification, asset allocation, and other fees to identify its strengths and weaknesses.
By understanding what is working and what is not, our team can begin to create a plan that better reaches your goals.
Reduced Expense Ratios
Low-Cost Advisory Fee
Minimized Trading Costs
Optimized Asset Location & Allocation
Optimized Portfolio Yield
Optimized Portfolio Diversification
Step 2: Investment Management
A custom-built portfolio based on your goals.
The second step, investment management, focuses on creating a custom portfolio based on your goals.
Based on the Portfolio X-Ray, our team combines the strengths of your current portfolio with our 8-Quadrant Investment Approach to create a custom portfolio equipped to meet your financial objectives.
Custom-Built Portfolios
4-Quadrant Equity Approach
4-Quadrant Fixed Income Approach
Custom Infrastructure Investments
Alternative Investments
Direct Indexing
Step 2: Investment Management
A custom-built portfolio based on your goals.
The second step, investment management, focuses on creating a custom portfolio based on your goals.
Based on the Portfolio X-Ray, our team combines the strengths of your current portfolio with our 8-Quadrant Investment Approach to create a custom portfolio equipped to meet your financial objectives.
Custom-Built Portfolios
4-Quadrant Equity Approach
4-Quadrant Fixed Income Approach
Custom Infrastructure Investments
Alternative Investments
Direct Indexing
Step 3: Tax Planning & Preparation
A tax plan built on tax efficiency.
The third step, tax planning and preparation, optimizes your portfolio's tax strategy to maximize tax efficiency and your after-tax return.
Our team creates a tax strategy to reduce the effect taxes have on your portfolio by using a combination of tax-efficient securities, gain realization strategies, and withdrawal strategies.
Tax Return X-Ray
Tax Analysis & Minimization
Tax-Loss Harvesting
Tax Reporting Package
Intelligent Withdrawal Sourcing
Partnership for Tax Preparation
Step 3: Tax Planning & Preparation
A tax plan built on tax efficiency.
The third step, tax planning and preparation, optimizes your portfolio's tax strategy to maximize tax efficiency and your after-tax return.
Our team creates a tax strategy to reduce the effect taxes have on your portfolio by using a combination of tax-efficient securities, gain realization strategies, and withdrawal strategies.
Tax Return X-Ray
Tax Analysis & Minimization
Tax-Loss Harvesting
Tax Reporting Package
Intelligent Withdrawal Sourcing
Partnership for Tax Preparation
Step 4: Advanced Financial Planning
Financial planning for every area of your life.
The fourth step, advanced financial planning, builds custom financial plans aimed at achieving your financial goals.
Our team works with you to create financial, retirement, estate, education, and charitable giving plans that benefit you, your wealth, and your family.
Clients work with their advisors to set up their eMoney Wealth Management System (WMS), a tool that allows investors to view all of their financial assets, accounts, and documents in one place.
Financial Planning
Estate Planning
Insurance Planning
Education & Charitable Giving Planning
Synthetic Pension Creation
Wealth Management System (WMS)
Step 4: Advanced Financial Planning
Financial planning for every area of your life.
The fourth step, advanced financial planning, builds custom financial plans aimed at achieving your financial goals.
Our team works with you to create financial, retirement, estate, education, and charitable giving plans that benefit you, your wealth, and your family.
Clients work with their advisors to set up their eMoney Wealth Management System (WMS), a tool that allows investors to view all of their financial assets, accounts, and documents in one place.
Financial Planning
Estate Planning
Insurance Planning
Education & Charitable Giving Planning
Synthetic Pension Creation
Wealth Management System (WMS)
Step 5: Private Banking & Reporting Services
One team dedicated to you and your financial goals
The fifth step, private banking and reporting services, works with your team to oversee, report on, and service your portfolio and accounts.
Our team works with you and your outside advisors to coordinate your financial plan.
Clients can access the Chicago Partners Portal, low-cost lending solutions, and custom portfolio reports.
Family Office-Style Custom Reporting
Access to Low-Cost Lending
Asset Transfers & Account Oversight
Coordination with Outside Advisors
Quarterly Interactive Calls
Chicago Partners Portal & App
Step 5: Private Banking & Reporting Services
One team dedicated to you and your financial goals
The fifth step, private banking and reporting services, works with your team to oversee, report on, and service your portfolio and accounts.
Our team works with you and your outside advisors to coordinate your financial plan.
Clients can access the Chicago Partners Portal, low-cost lending solutions, and custom portfolio reports.