Investment Management
Tailored to You
grow and protect your wealth over time
A Personalized Approach to Investing
Every portfolio we build starts with understanding your goals, risk tolerance, and time horizon. Estate & Trust Advisors takes a measured, research-driven approach — one that prioritizes consistency and tax efficiency over speculation. Our investment management process integrates seamlessly with your broader financial plan, aligning your assets with the life you want to live.
How We Build and Manage Portfolios
Customized allocation
Each portfolio is designed around your personal objectives, liquidity needs, and time frame.
Institutional access
We work with leading money managers and custodians such as Charles Schwab & Co. to implement your strategy securely and efficiently.
Continuous oversight
We monitor performance, rebalance when needed, and stay proactive as markets evolve.
Clear reporting
You’ll receive monthly statements, quarterly reviews, and ongoing communication from our team.
How do you decide what to invest in?
We begin by identifying your goals, time horizon, and risk tolerance, then create a diversified portfolio aligned with your objectives. Investment selection is based on research, quality, and fit within your broader plan.
How often do you rebalance portfolios?
We review portfolios continuously and rebalance when allocations drift from targets set in your Investment Policy Statement. This discipline helps maintain consistency and reduce emotional decision-making.
Can you coordinate with my tax or legal advisor?
Yes. We frequently collaborate with clients’ CPAs and attorneys to ensure investment and tax strategies remain aligned.
Do you work with clients outside Northbrook?
Yes. While our office is in Northbrook, we serve clients across Chicago’s North Shore, as well as South Florida and the East Coast through secure virtual meetings.
