Private Banking & Reporting Services

Included in the services you receive from fiduciary wealth management is customized investment and financial planning reporting. 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.

Whether it’s once a month or once a year, your advisor will work with you to build a consistent schedule based on how often you prefer to have meetings. As a fiduciary, financial planning is a cornerstone of building a wealth management strategy focused on your best interests, and the frequency with which you meet your advisor and how you meet (i.e., via Zoom, phone, or in-person) is entirely tailored to your preferences.

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.

As a fiduciary, 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 private banking 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. As a fiduciary investment advisor, our focus is on making sure all aspects of a client’s wealth are in sync, and working with outside professionals to a cohesive wealth management strategy is always in a client’s best interest.

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.