Managing Wealth Prudently

Private Client Services is dedicated to providing the highest quality investment services to both clients of Cleary Gull Inc. and Cleary Gull Advisors, Inc.  We provide a suite of investment services including asset allocation, portfolio management, charitable gift planning, stock option exercise, and cash management, as well as retirement, education, and estate planning.  We are also a provider of advisory services to defined benefit and defined contribution plans.

Each client works with an experienced team of associates lead by a senior Portfolio Manager.  Your Private Client team is responsible for seeing that each of your accounts receives the full benefit of our firm's resources.  They are also responsible for ensuring that your accounts are managed individually to reflect investment restrictions, tax consequences, and cash flows specific to your needs.

We understand that picking an investment management firm is an important and highly personal decision.  Our goal is to fulfill the trust our clients place in us by providing them with a high level of comfort and confidence that their money will be managed wisely and prudently – now and for years to come.

For more information contact us.