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First Midwest Trust Division is primarily an investment management solutions provider. We’re unique among trust services providers because we do more than safeguard property and capital. We are as interested in making money for our customers as we are preserving what they have.
- We use a disciplined approach to achieving our investment management goal of producing an attractive, risk-adjusted return.
- We examine the return of our current investment strategies from a taxable versus tax-free standpoint; there are situations in which taxable investments provide better after-tax returns.
- Our Fixed Income Strategy uses a ladder of maturity approach, with a portion of the portfolio maturing each over the next 5-15 years, and an average portfolio maturity from 3 to 7 years.
- Our Common Stock Strategy concentrates on companies trading at an attractive price relative to their earnings. Portfolios are diversified by industry, and an appropriate risk level is established for each account. This is a long-term approach that does not rely on market timing.
We use these strategies because they have proved time and again to be the most likely means for our clients to achieve financial success in the long term.
Accounts:
Investment Management Agency - This account is designed for people who are looking for professional investment management but do not want or need a Revocable Trust. The client receives all of the investment services that are provided by First Midwest Trust but does not receive some of the legal benefits that are provided by a trust such as probate avoidance.
Investment Advisory Agency - This account is designed for people seeking investment advice from qualified investment professionals but still desiring to make his/her own investment decisions.
Executor or Administrator of Estate - First Midwest Trust is either named in a will or appointed by a court to conclude an individual’s financial activities after death and see to the final distribution of his/her assets pursuant to his/her Last Will & Testament or state law.
IRA-Rollover Account - This account is designed for people who are plan participants of a "qualified plan" such as a 401(k), profit sharing plan, etc., to rollover plan benefits and distributions to a protected tax deferred environment. The assets can then receive professional investment management.
Custody - An account that holds securities for an individual or organization but does not provide investment management for the securities held in the account.
Contact a First Midwest Trust Representative
*Trust Services are offered through First Midwest Bank. Most trust products are not FDIC insured.
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