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Welcome to Wintrust Investments

Wintrust Investments provides individuals and businesses with investment management services focused solely on the client’s needs. By managing each account with discipline and professionalism, we continually strive to justify our client’s trust.

Proper diversification is the best method to control non-market risk, and is at the heart of Wintrust Investments’s core investment beliefs. As a result, maintaining disciplined portfolio constraints becomes a means to control risk for our clients. We carefully and consistently monitor the portfolio’s sector, industry, security, style and size weights to prevent being over or under exposed to each particular area relative to the overall market.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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