Wealth Management Services

The goal of GreatBanc Trust Company’s wealth management professionals is to preserve and enhance the wealth of each of our clients. Each customized strategy considers the client’s present and future financial goals, tax sensitivity, financial and non-financial objectives, and risk tolerance. Our wealth management services include personal trust administration, investment management, and financial planning.

GreatBanc Trust works in cooperation with our Registered Investment Advisor affiliate Pennant Management, Inc. Pennant Management employs a disciplined, yet flexible, global tactical asset allocation approach to investment management. This research-driven process, predicated on fundamental and technical analyses, is implemented to achieve each client’s personal investment objectives.

You will always receive our personal attention, never electronic or call center responses. 24/7 Internet access is also standard for most accounts.

Whether your wealth management needs require one or many services, GreatBanc Trust’s professional team will work with attorneys and other advisors to create a financial environment to serve the client and his or her legacy.

For additional information regarding wealth management services, please call Gregory Beard at (630) 810-4527.

The wealth management services suitable for your situation may include one or more of the following:

• Management services for your trust assets or investment portfolio, including:

• Discretionary management of investment or trust portfolios
• Writing of investment policies
• Conducting and reviewing investment manager searches
• Reviewing and selecting alternative investments, including private equity and hedge funds

• Performance measurement services -- customized options for account reports, including:

• Generating presentation-quality report tables and graphs
• Permitting integrated total fund or asset class reporting
• Furnishing over 2,000 market indices which allow a custom benchmark comparable to most asset allocations

• Custody and safekeeping of trust and investment assets, including:

• Settling of purchases and sales
• Receiving and delivering of assets
• Processing of corporate actions (such as class actions and stock splits)
• Collecting of interest and dividend income and the subsequent distribution of income
• Automatic daily sweeping into your choice of cash vehicles
• Maintaining individual tax lots

• Accurate and timely reporting of your account’s financial transactions, including deposits, distributions, asset purchases and sales, and receipts of income

• Tax reporting regarding your trust or investment portfolio and the preparation of federal and state fiduciary tax returns

• Ongoing tax planning to minimize income taxes and estate taxes

• Management of closely held securities

• 1031 exchange services – our affiliate Salem Trust is a qualified 1031 exchange intermediary throughout the United States

• Payment of bills and expenses

• Collection of pension payments, Social Security payments, and annuities

• Administration of charitable trusts

• Guardianship services

• Estate planning

• Distribution of trust assets and income to children and grandchildren

• Retirement planning

• Education savings strategies

• Insurance planning