Wealth Management Products & Services

Invest with guidance from experienced, credentialed advisors. TheBANK’s Wealth Management professionals are committed to fostering long-term relationships that work to help you build your wealth and legacy. We offer tailored services that address our clients’ financial needs, including investment management, estate planning, trust administration, and succession planning.

Investment Management

Create a customized portfolio based on your objectives using a broad range of asset classes and investment categories.

Trust and Estate Administration

As a corporate fiduciary, TheBANK manages your estate or trust plan as outlined in your will or trust document, ensuring it is handled efficiently, effectively and impartially.

Individual Retirement Accounts (IRAs)

Set aside tax advantaged funds for retirement and build an investment portfolio with this savings vehicle.

Institutional Custodial Services

Provide custom solutions that manage clerical and accounting tasks pertaining to institutional clients.

Business Retirement Plans

Manage all aspects of your employees’ retirement plans from document design to employee education and counsel to compliance and reporting.

Financial Planning

Our personalized portfolio design utilizes modeling software to help calculate the most effective approach to achieving your goals. We review your plan periodically and as your situation evolves, we’re able to adjust your plan.

Public Pension Plans

Our service exceeds expectations and we are fully compliant with the regulatory standards set forth by the Illinois Pension Code.

Taft-Hartley Plans

We understand the importance of meeting the changing needs of unions and their defined contribution, defined benefit, investment-only, trustee-directed and member-directed plans.

Foundations

We provide continual advice, support and education to clients to ensure the foundation’s assets are managed prudently, taking into account their cash flow needs.

Learn more at: 4thebank.com/invest  / 844-656-1868