Our Investment Philosophy

We Are Conservative
We take a conservative, long-term view on investing. Our goal is to provide you with a reasonable and competitive return over time.

We Believe in the Importance of Dividends
Our portfolios emphasize large, domestic companies that pay attractive dividends. Dividend income has historically been approximately 40% of the stock market’s total return.

We Chart a Steady Course
Arriving at a plan and executing it also means maintaining a steady course through market fluctuations. This plan guards against overly aggressive behavior in a rising market or an overreaction to a falling market.

The above philosophy is utilized within our trust department for trust and asset management clients. Brokerage, investment and insurance products may be offered through Wintrust Investments LLC, Member SIPC. Brokerage portfolios may differ from portfolios used within the trust department. 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