Investment Advisor Banking

Investment Advisor Banking

Investment Advisor Banking

Investment Advisor Banking

Wintrust Investment Advisor Banking Logo

Every advisory firm is unique. Our team of industry experts gets to know you so we can provide customized banking solutions to support your goals and those of your clients. We specialize in funding for growth and ownership transition, and we offer flexible loan solutions for acquisition, succession planning, and transitions.

What we can offer you:

Our experienced bankers, underwriters, and service advisors offer tailored service and personalized guidance to help you develop your practice and best serve your clients. Our flexible financing options offer competitive loan terms up to 10 years and fixed rate options, and we have the ability to work with large firms.

Financing solutions for:

  • Acquisitions
  • Succession loans
  • Transition loans
  • Working capital
  • Refinances
  • Partner loan programs
  • Dividend recap
     

Additional solutions:

  • Treasury management
  • Credit and payment cards
  • Equipment leasing
  • Personal mortgages
  • Trust and escrow capabilities
  • Life insurance premium financing

TREASURY MANAGEMENT

Maximize your business strategy

MORTGAGES

The front door opens possibilities

LIFE INSURANCE PREMIUM FINANCING

Free up capital with customized lending solutions

Credit Cards are issued by First Bankcard®, a division of First National Bank of Omaha.

Mortgage Lending is provided through our affiliate Wintrust Mortgage. Wintrust Mortgage is a division of Barrington Bank & Trust Company, N.A. NMLS #449042. 


Securities, insurance products, financial planning, and investment management services offered through Wintrust 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