Chicago skyline

COMMITTED TO OUR CLIENTS

Investment strategies designed to achieve results.

Chicago skyline

COMMITTED TO OUR CLIENTS

Investment strategies designed to achieve results.


 

Consistency, Experience, and a Proven Philosophy

We create long-term solutions for clients through consistent implementation of conservative investment approaches that seek to deliver competitive performance over market cycles. We are committed to our clients and to making their needs our highest priority.

Disciplined Equity. Delivering More Consistent Excess Returns.

   

Fundamental Equity. Building a Portfolio of Well-Managed Businesses.

    

Fixed Income. Providing an Experienced, Conservative Approach.

   

Multi Asset Strategiy. Tailoring Portfolios to Each Clients' Unique Goals.

   

ESG & Responsible Investing. Incorporating ESG Factors into Investing Decisions.

  

Mutual Funds. Offering a Consistent and Proven Investment Philosophy.

   

Private Wealth. Providing a Goals Based Approach.

OUR VALUE TO INSTITUTIONAL CLIENTS

OUR VALUE TO INSTITUTIONAL CLIENTS

Building a partnership with clients and their consultants to deliver proven investment strategies

OUR VALUE TO INTERMEDIARY CLIENTS

OUR VALUE TO INTERMEDIARY CLIENTS

Working with Financial Advisors to find solutions that meet their client's needs

OUR VALUE TO PRIVATE WEALTH CLIENTS

OUR VALUE TO PRIVATE WEALTH CLIENTS

Designing a tailored, goal-driven investment portfolio

Privacy Policy

All approvals are subject to underwriting guidelines. Program rates, terms, and conditions are subject to change at any time.
Wintrust Mortgage is a division of Barrington Bank & Trust Company, N.A., a Wintrust Community Bank NMLS #449042
©Wintrust 2020 | All Rights Reserved
FDIC

©2021 Great Lakes Advisors. All rights reserved.

Securities, insurance products, financial planning, and investment management services offered through Wintrust Investments, LLC (Member FINRA/SIPC), founded in 1931. Trust and asset management services offered by The Chicago Trust Company, N.A. and Great Lakes Advisors, LLC, respectively. 

Investment products such as stocks, bonds, and mutual funds are:
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY