Have you been trying to "do it all"? Have you been juggling your career or business, your family's needs, and your investments while trying to stay in shape and keep in touch with friends and relatives? If you're like most people, you don't have enough hours in a day to get everything done.

We can relieve some of your burden. We can help you manage your investments.

Our investment services are set up to give you as much—or as little—help, as you want. We can simply relieve you of the day-to-day burden of paperwork and other administrative chores. Or, we can take over complete management of your investments. It's up to you.

Our service features include:

  • Meeting with you to determine an investment strategy based on your financial situation, tolerance for risk, and financial objectives
  • Buying and selling securities on your behalf, according to your guidelines
  • Regularly monitoring your portfolio and making investment recommendations or decisions based on your investment strategy and current situation
  • Protecting your securities against physical loss or theft
  • Collecting, crediting, or disbursing your investment income
  • Tracking and recording all of your financial transactions throughout the year for income-tax purposes

As a client of Old Second you also have the advantages of:

  • Professionals with years of investment experience
  • Our investment expertise
  • A proven investment record
  • The latest market research and analysis

If you want help with your investments and/or need more information, please contact us at 630-906-2000.