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.

Chicago Partners provides fee-only, fiduciary financial advisory services to clients. Being a fiduciary means we always act in your best interest. And – as a fiduciary investment advisor - we ensure your assets and financial decisions are customized to your goals, focused on your best interests, and closely monitored by your advisor. Our advisors serve high-net-worth individuals as well as foundations, corporations and institutions. Using our 5-Step Wealth Optimization Process, your portfolio, financial plan and tax strategy can work together in harmony to focus your wealth on the most important part of the equation: your financial goals.

Our Private Banking & Reporting Services give 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.