Our History
Located in Downers Grove, Illinois, our name reflects our historical connection to the Trust Company of Illinois, which continues to provide fiduciary oversight of our trust, estate, and retirement plans. Today, our firm continues to fulfill the mission of serving individuals, families and business owners as they journey through life’s many transitions.
As a mid-sized firm, we enjoy access to vast resources that allow us to capably guide clients, while simultaneously providing a deeply personalized approach extending beyond traditional investments. Backed by our competitive investment platform, our experienced advisors act as trusted counselors for clients’ businesses and families, adeptly steering the course of their financial futures.
About Trust Company of Illinois
Our trust services are provided by Trust Company of Illinois, an independent trust company chartered by the Illinois Department of Financial and Professional Regulation. Trust Company of Illinois offers a full array of services to ensure that wealth is transferred in a manner consistent with clients’ instructions. These services include trust administration, guardianship, and estate planning. Our Retirement Planning Services are also offered through the Trust Company of Illinois and you can learn more about them here.
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