Portfolio Management

When traditional banking products are not enough to provide you with the growth you need, there are other investment choices Baytree can help you obtain. Stocks, bonds, and mutual funds are alternative investment choices often with higher earnings potential but also higher risk potential. These investment choices are not FDIC insured or offered by Baytree National Bank & Trust Company, but Baytree has formed an alliance with William Blair & Company, a well-know Chicago based Investment firm established in 1935. The good thing about this alliance is that it may allow you to take advantage of the depth and vast array of investment knowledge William Blair & Company has to offer without having to match the high portfolio amounts often needed for formal investment management of this type.

Baytree can introduce you to William Blair to help add a different level of investment management to the mix of your finances. Your Baytree banker and a representative from William Blair will work with you to identify your investment objectives and to develop an investment strategy that is designed to meet those objectives.

William Blair & Co.

For more information, contact Susan Wright of Baytree National Bank & Trust at 847-234-9669
or visit the William Blair Select Investment Partners site at https://www.selectinvestmentpartners.com/SelectPartnersWeb/home.asp or http://www.williamblair.com/.