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Why choose investment management services?

Financial advisor speaking to his clients

Your finances are critical to your future. So much so that your money deserves professional eyes on it at all times. You have a full plate, with countless responsibilities competing for your time—managing your investment portfolio doesn’t have to be one of them.

After meeting you to learn your goals and preferences, an investment manager will work hard to get you the best return on your money. In addition to receiving expert advice, working with an investment management firm like the Byline Wealth Management team has many other benefits, including:

  • Strategic asset allocation by professionals
  • Integrate holdings with assets held outside your accounts
  • Continual securities review and portfolio rebalancing
  • Income collection
  • Accurate records for tax returns
  • Competitive fees, often tax-deductible*

Comparing discretionary and non-discretionary investment accounts.

After building an investment strategy around your goals, there are two ways we can implement it for you.

Discretionary accounts

Once we both agree on your plan, asset allocation, and risk profile, you give us discretion to make timely account decisions according to our expertise, without contacting you first. Any decision made on your behalf is strictly based upon the guidelines that we established together.

Non-discretionary accounts

Similar to discretionary investment accounts, our non-discretionary accounts come with same expert investment advice and administrative services, but you retain the right to make the final decision on all purchases and sales. We don’t implement anything until we get the OK from you.

Veteran investment managers you’ll have access to when you need us.

Close relationships are the driving force behind everything we do at Byline Bank–especially so when it comes to our asset management services.

Entrusting us with your legacy demands the highest level of service. We have an open-door policy, make house calls, and are available by phone and online.

There’s no hierarchy between our advisors and executives, which means less red tape for you and faster decisions. You’ll actually know the people making the decisions in your investment portfolio.


Angela Hart, J.D., CFP®

Executive Vice PresidentHead of Wealth Management and Trust

Charles (Chuck) R. Dickson, CFP®

Vice PresidentPortfolio Manager

Taylor Champion, CFA, CFP®

Vice PresidentSenior Portfolio Manager

Tim Keefe

Vice PresidentWealth Management Officer

Michael Saetre, CFA, CFP®

Vice PresidentPortfolio Manager

Turn vision into reality with individual retirement accounts (IRAs).

Accounts include investment management, safekeeping, and administrative services from Byline Bank.

Traditional IRAs

An option for taxpayers who want to deduct their IRA contributions and defer tax on the earnings until they are withdrawn, when they are treated as taxable income.

IRA rollovers

Changing jobs? Consider rolling your accumulated 401(k) or 403(b) from your previous employer and IRAs into one simplified Byline Bank IRA.

Roth IRAs

Roth IRAs allow qualified withdrawals on a tax-free basis provided certain conditions are satisfied. Contributions aren’t tax-deductible, but future withdrawals are tax-free.

Inherited IRAs

Inherited an IRA as a beneficiary? We can advise you on your options, depending on how you inherited it. Spouses, for example, have more flexibility in handling an inherited IRA.

Senior couple taking a walk outside of their home

Free yourself from the admin side of investing with custody services.

Prefer to maintain control over your own portfolio? Invest where you’d like to without the hassle of administrative tasks.

A custody investment account with Byline allows you to make the investment decisions, while our trusted experts handle everything else, such as:

  • Holding your stocks and bonds
  • Collecting your dividends and interest payments
  • Executing securities transactions
  • Keeping records
  • Notifying you of all transactions

We do not provide investment advice or management with custody services, but are always here to help in case you change your mind.