Portfolio Management Services in Iowa and Illinois
When managing assets, there is a lot to take into consideration, such as your short-term and long-term goals, your appetite for risk, fees, taxes, and more. Most of us need the help of an expert to manage all facets of risk and asset management and, ideally, relieve you of the stress of having to make day-to-day investment decisions.
We have the expertise and knowledge to be that partner.
Defined Objectives, Desired Outcomes
Review, Analyze, Implement, and Communicate
Our financial professionals are held to the highest industry standard, serving as fiduciaries; we have a duty to act in our client’s best interests for all financial and investment decisions, beginning with our initial review, financial recommendations, and implementation.
After our initial portfolio review, we analyze your individual financial situation. Based on our years of experience, analytical tools, knowledge and extensive research, we only make those recommendations in your best interests, to help you successfully attain your financial goals.
We assist in the implementation of our recommendations throughout the process. And we communicate regularly. As life changes, we are here to assist and adapt your financial plan as needed.
SENB Wealth Management’s investment management services include:
- Cash Management
- Asset Allocation Analysis
- Portfolio Analysis
- Discovering Hidden Fees
- Risk, Return Analysis
- Evaluate Possible Investment Overlap
- Tax Optimization
Institutional Asset Management Services
Services for Organizations, Foundations, Associations, and Non-Profits
SENB Wealth Management works with for-profit, not-for-profit and religious organizations and charities, trade and professional associations, corporations, municipalities, foundations, endowments, community groups, service organizations, schools and universities, and trust accounts.
Regardless of portfolio size, we can provide expert advice on cash management, investment management, endowments, and income stream management.
As your fiduciary investment advisor, we offer your organization complete financial stewardship, including ongoing investment advice, full-service implementation, and ongoing management.
We are committed to upholding the fiduciary standard of care required of our financial professionals. The best interests of the organizations we serve are the guiding principle, throughout our partnership.
Start a New and Lasting Partnership Today
To get started, stop in or call our financial professionals today at (309) 743-1202.
Not FDIC insured, not a deposit or other obligation of, or guaranteed by, the bank, and subject to investment risks, including possible loss of principal amount invested.