Our portfolio management1 process is dynamic, but also cognizant of the financial objectives of our clients. We take into consideration the current and expected economic conditions as well as tax considerations when making investment decisions. Our investment management professionals regularly review the portfolios and make the appropriate changes to ensure it is aligned with the stated goals of the client:
First Midwest Wealth Management also uses subadvisors that have met our screening process – stressing quality and consistency. These subadvisors are continuously monitored for performance and appropriateness. Our vigilance provides assurance that as market conditions change the portfolio will change accordingly.
For more information on how First Midwest Bank Wealth Management1 can meet your needs, contact a First Midwest Wealth Management Officer today.