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Marquette acts as a client’s financial record keeper, taking all investment direction from the client. This frees the client from the detailed recordkeeping requirements that an investment portfolio may require. We hold assets in safekeeping, collect/disburse cash and securities, can pay client bills for them, issue client statements, provide annual tax information and invest cash in high quality short-term institutional investments.
Typical clients could include:
For more information, contact John Power, CPA, CFP® at 708.460.4854 or email@example.com.
The Trust & Investment Management Division of Marquette Bank is committed to meeting your financial goals and will work as a team with you to develop and design a sound financial plan for your future and the future of those important to you. As our client, you can be assured that your affairs are being handled by a strong institution dedicated to providing the highest quality of personal service.