Multi-Asset Strategies

Multi-Asset Strategies
Multi-Asset Strategies

Multi-Asset Strategies

For clients in search of an investment portfolio diversified across asset classes, we build a portfolio of uncorrelated asset classes across world markets, market capitalizations, and securities. Our asset class specialists utilize their industry expertise to provide best-in-class manager selection and create portfolios with the best expected return-risk characteristics.

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Portfolio Objectives

 

The Asset Allocation within the Multi-Asset Strategy program is built upon three main principles:

  • Goals Based Asset Allocation
  • Diligent & Diversified Investment Selection
  • Dynamic Portfolio Monitoring

TOTAL AUM/AUA

$2.0 BILLION

Meet The Team

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
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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