Investment Management

Disciplined Portfolio Design and Management

No one can predict the future with absolute certainty, but we can do the work to create the best ways to manage risk and volatility. Since our approach is one of risk management, we work hard to find ways to minimize risk while still enhancing your investment returns over the long term. We utilize cutting edge tools, research and technology, as well as doing the hard intellectual work of knowing both the market and the experts available to serve our clients.

• Separately Managed Accounts
• Innovative principal protection strategies
• Mutual Fund Wrap Accounts (no charges for withdrawals, additions, rebalancing)
• Online Access
• IRA’s
• Annuities
• Conservative Investment Strategies
• Check a Month for Current Income
• Tax Sensitive Accounts

View the most recent edition of Charter Financial Ink, our quarterly investment newsletter. (.pdf)

To set up an appointment or speak with a Financial or Wealth Management Specialist, please call Jeff Caliguire at 847-884-2840 or e-mail jcaliguire@cn-bank.com

* Securities and Insurance offered through Sorrento Pacific Financial, LLC.
* Not FDIC insured/No guarantee/May Lose Value.