Your Private Capital Manager (PCM) can work with you to develop an individually tailored Capital Accumulation Plan (CAP) that combines elements of cash, investment, risk and tax management. Building on our product expertise and focus on cash management and lending solutions, Metropolitan Capital Bank & Trust has partnered with some of the premier financial service providers in Chicago.
Asset Management - Segall Bryant & Hamill;
Tax Management - CBIZ Accounting, Tax & Advisory Services
Your PCM, acting as your personal CFO, will work together with professionals from these firms to help you assemble an integrated solution. Metropolitan Capital Bank & Trust has chosen partners who take an open-architecture approach to maintain the integrity of your CAP.
We partner because we recognize the benefits of utilizing the best of breed and having it coordinated through Metropolitan Capital Bank & Trust's big-picture approach. We accentuate the functional benefits of working with a “one-stop shop”. To this end, Metropolitan Capital Bank & Trust has made office space available for our partners to use in our main location. In furthering this integration, we have designed a consolidated paper statement and Internet experience that allows you to view your financial information in one place.
For more information on why we partner, please contact your Private Capital Manager. To obtain a PCM, please contact Richard Keneman, Principal Private Capital Manager, at 312.640.2350.