Serving the trust industry exclusively since 1979

We are a Chicago-based registered investment advisor and broker/dealer that specializes in providing portfolio management, investment research, and marketing support services for bank trust departments and independent trust companies located throughout the United States.

Trust institutions that choose Feldman Securities Group, LLC have the services and resources of a professional investment and research center at their disposal.

We enhance our clients’ ability to build trust and loyalty with their customers through more effective communication and education, leading to higher client retention rates, more referrals, and new business.

Why Feldman Securities Group?

Focus, Experience, and Depth

We understand your responsibility as a fiduciary because we work exclusively for bank trust departments and independent trust companies.

A tremendous opportunity for the growth lies ahead for bank trust and wealth management services. Demographic studies indicate that a huge and unprecedented generational wealth transfer is underway that will only accelerate in the years ahead. We are committed to providing you with the investment tools, marketing support, and investment performance that will enable you to capture your fair share of that market.

Our firm is established and our staff is seasoned. Our expertise, knowledge, depth, and scope of resources continue to be important distinguishing features that our clients know they can rely upon.

Relationship-Driven

We understand how important communication is in business.  Your dedicated portfolio manager, his support team, and the firm’s owners are therefore committed to getting to know you and building a strong and lasting relationship.

Objective Investment Advice

Our investment approach is based on classic business principles and has been proven over time; it is also well defined and transparent by design, so that you and your staff can explain it to your customers and prospects.

Our investment advice is unbiased and objective.  We carry no securities inventory and do not manage proprietary mutual funds.  Asset allocation and securities selection is based solely on what is determined to be appropriate for each of your customers.

Custom-Tailored Investment Solutions

Proper portfolio management means more than understanding the investment objectives of your customer – it also means understanding your customer.  We acknowledge this reality by taking the time to learn about each of your customers so we can incorporate any special circumstances or preferences in our analysis, so that every single portfolio is truly custom-tailored.

Added Value

Our proven and dedicated investment and marketing support will enable you to focus your time and resources on achieving higher customer retention rates, gather more referrals, and grow your business.

Our clients will tell you how our competitive advantages - focus, experience, depth and process - have enhanced their competitive advantage and helped them grow their business. Please contact us for references.