Step 5: Private Banking & Reporting Services
Step 5: Private Banking & Reporting Services
Goals & Outcomes:
- Synchronize your financial plan with your outside advisors (CPA, Attorney, etc.)
- Access performance data anywhere, anytime
- Relax as your team handles your account maintenance, transfers, and oversight.
The final step in the 5-Step Wealth Optimization Process, Private Banking & Reporting Services, gives you the information you need to stay up-to-the-minute with your portfolio, options for extending your credit with low-interest rates, and access to custom reports from your desktop or smartphone.
Your portfolio reports are based on a family office-style of reports that give you the details of your securities' performance, comparison against benchmarks, and asset class-level analysis.
Although we recommend quarterly reports, the frequency of how often you receive these reports is entirely up to you.
A Pledged Asset Line (PAL) is a low-interest rate line of credit that is backed by your portfolio. A PAL can expand your purchasing power and increase your liquidity while avoiding the tax consequences of realizing capital gains. This low-interest rate line of credit is one of the benefits of wealth management and private banking through Chicago Partners Wealth Advisors.
Your wealth management team at Chicago Partners takes care of all the oversight and maintenance of your accounts. Whether it is managing asset transfers, wires, or other account services, your team will oversee the process from beginning to end.
We coordinate your wealth management plan with your outside professionals (CPAs, Attorneys, Estate Planners, etc.) to make sure that your plan is working in harmony with the plans you have outside of Chicago Partners.
During the first week of each quarter, we host an interactive quarterly call to keep our clients informed about the market and economy. Subjects on the calls include market performance, market conditions, and future expectations about outside factors that can influence the markets.
The Chicago Partners Portal gives you access to the most current information about your portfolio, including details like security performance and benchmark comparison.
The wealth management portal is available on any computer, and you can access the portal on your smartphone by downloading the app from the Apple Store or Google Play.
Goals & Outcomes:
- Synchronize your financial plan with your outside advisors (CPA, Attorney, etc.)
- Access performance data anywhere, anytime
- Relax as your team handles your account maintenance, transfers, and oversight.
The final step in the 5-Step Wealth Optimization Process, Private Banking & Reporting Services, gives you the information you need to stay up-to-the-minute with your portfolio, options for extending your credit with low-interest rates, and access to custom reports from your desktop or smartphone.
Your portfolio reports are based on a family office-style of reports that give you the details of your securities' performance, comparison against benchmarks, and asset class-level analysis.
Although we recommend quarterly reports, the frequency of how often you receive these reports is entirely up to you.
The final step in the 5-Step Wealth Optimization Process, Private Banking & Reporting Services, gives you the information you need to stay up-to-the-minute with your portfolio, options for extending your credit with low-interest rates, and access to custom reports from your desktop or smartphone.
Your wealth management team at Chicago Partners takes care of all the oversight and maintenance of your accounts. Whether it is managing asset transfers, wires, or other account services, your team will oversee the process from beginning to end.
We coordinate your wealth management plan with your outside professionals (CPAs, Attorneys, Estate Planners, etc.) to make sure that your plan is working in harmony with the plans you have outside of Chicago Partners.
During the first week of each quarter, we host an interactive quarterly call to keep our clients informed about the market and economy. Subjects on the calls include market performance, market conditions, and future expectations about outside factors that can influence the markets.
The Chicago Partners Portal gives you access to the most current information about your portfolio, including details like security performance and benchmark comparison.
The portal is available on any computer, and you can access the portal on your smartphone by downloading the app from the Apple Store or Google Play.