Our Professionals & Locations

PERSONAL SERVICE AND ATTENTION RIGHT IN YOUR NEIGHBORHOOD 

The Jeff Kraus Team


Jeff Kraus and his associates take great satisfaction in determining the ideal combination of financial services and products to meet each client’s unique wealth management needs through our MAP philosophy:

  • Maintain our vision
  • Act with integrity
  • Prioritize our clients’ needs 

With a truly extensive understanding of the marketplace and the seemingly innumerable investment choices available today, we help clients navigate the terrain with personal attention and focus. We begin with a detailed understanding of your financial situation and objectives and work in partnership with you to develop an individually tailored investment plan. Through a disciplined process, we manage assets for preservation and growth of capital while applying rigorous risk management. Furthermore, we ensure your plan is sufficiently flexible to respond to changes in the investment markets or your personal circumstances. Lastly, we closely monitor your unique financial road map using our Comprehensive Financial Review™. Through this innovative and thorough process, we help you define, evaluate, and ultimately achieve your financial goals. We MAP your path to the future you envision.

TRUST SERVICES

Through our affiliate, The Chicago Trust Company, we are able to provide our clients access to an expert team of Trust Administrators, each with an average of over 20 years of industry experience. We offer a full range of administrative and fiduciary services, including trust and estate management, bill payment, care provider management, and tax preparation and filing. Moreover, The Chicago Trust Company proudly serves as corporate trustee or successor trustee for many of our clients. As a part of our collaborative process, our trust professionals work in concert with attorneys, accountants, financial advisors, portfolio managers, and financial planners to customize solutions that most effectively help our clients meet their objectives.

ASSET MANAGEMENT

Our asset management affiliate, Great Lakes Advisors, provides comprehensive investment and advisory products and services to both private clients and institutions, including corporations, public and government entities, pension and profit-sharing plans, Taft-Hartley plans, endowments, foundations, and trusts. Our Portfolio Managers help our clients meet their financial goals through the use of proprietary models, access to our in-house analyst staff, and the expertise of our product specialists. Our asset management professionals design custom tailored investment solutions utilizing sophisticated risk analytics and advanced asset allocation models to ensure each portfolio is constructed and managed in accordance with our clients’ unique long-term objectives.