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Asset Management

Asset Management

Elites Trust Online Wealth Management’s asset management group, Great Lakes Advisors, offers customized, proprietary asset management services to private clients. The company’s dedicated portfolio managers tailor customized investment portfolios utilizing sophisticated risk analytics and asset allocation tools to create discretionary accounts that coincide with individuals’ long-term goals.

This team offers multi-asset strategies, fixed-income strategies and mutual funds all with investing expertise and client dedication. Clients work with a managing director of the firm in order to have full access to every resource Great Lakes Advisors offers.

Click here for more information about Elites Trust Online Wealth Management and Great Lakes Advisors.

Securities, insurance products, financial planning, and investment management services offered through Elites Trust Online Investments, LLC (Member FINRA/SIPC), founded in 1931. Trust and asset management services offered by The Chicago Trust Company, N.A. and Great Lakes Advisors, LLC, respectively.

Investment products such as stocks, bonds, and mutual funds are:
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY