Research and commentary
MB’s Asset Management and Trust Group presents highlights of recent economic news and market activity.
April 12, 2013
Quarterly Market Insights: First Quarter, 2013 (PDF)
MB Financial Investments2 footnote offers investment options to help meet the personal financial goals of individual investors. Convenient access to a comprehensive product line and personalized service at MB offices can help clients plan for funding a college education, retirement, and other financial needs. In addition, the Financial Answer Center provides information and tools for understanding personal investment needs and finding the person that can help.
An introduction to MB Wealth Management
MB Financial Bank’s Wealth Management Group is dedicated to helping business owners, affluent families, and organizations. Our team of experienced professionals includes many specialists holding designations such as CPA, CFP®, and CFA. Wealth Management’s mission is to help our clients define and achieve their financial goals, strengthen their legacies and enrich their communities. We understand that the needs, objectives and circumstances of each client are unique. Our team of experienced professionals takes a highly personalized, holistic approach in working with our clients and their existing advisors. The result is a tailored solution that helps our clients grow, manage and protect their financial assets.
MB’s Private Banking team acts as a concierge to our high net worth clients while delivering Wealth Management solutions using a comprehensive advisory approach. Whether the solution includes a review of an existing estate plan, a customized investment portfolio or helping our clients manage their balance sheet with appropriate deposit or loan products1 footnote, our experienced private bankers provide unbiased advice designed to help our clients achieve their financial goals.
With more than $3 billion in assets under administration and an in-house research team, our experienced and accomplished investment managers construct customized managed investment strategies for high net worth individuals, institutional and employee benefit clients.
Personal Trust and Estate Services
As a corporate fiduciary, we handle the day- to-day administration of our clients’ trusts and estates, ensuring that their terms and provisions are properly implemented. Our Asset Management and Trust Group is adept at advising and handling revocable or irrevocable trusts, charitable remainder/lead trusts, private foundations, decedents’ estates and guardianships.
Institutional Trust and Retirement Plan Services
Our overriding mission is to support our institutional clients and their members in achieving their financial objectives. This includes understanding and providing for the specific needs of each of the market segments that we serve: Illinois Police and Fire Pension Funds, Foundations and Endowments, Employer Sponsored Retirement Plans and all other Institutional Investment Management clients.
IRS Circular 230 Disclosure: To the extent that this document or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Back to top
1 Subject to credit approval. Back to top
Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. Back to top