Magic Online Banking

Trust and Financial Services

Making It Personal

You've worked hard getting here, and you want financial professionals who will work hard to help you build a strong financial future that will allow you to enjoy the achievements of your life's work.

With our Wealth Management professionals, we get to know you and you get to know us through one-on-one and face-to-face interaction. We listen to you and cater to your individual goals and objectives to find a customized plan that fits.

Investment Management

Create a customized portfolio based on your objectives using a broad range of asset classes and investment categories

Institutional Custodial Services

Provide custom solutions that manage clerical and accounting tasks pertaining to institutional clients

Public Pension Plans

Our service exceeds expectations and we are fully compliant with the regulatory standards set forth by the Illinois Pension Code.

Trust And Estate Administration

As a corporate fiduciary, TheBANK manages your estate or trust plan as outlined in your will or trust document, ensuring it is handled efficiently, effectively and impartially.

Business Retirement Plans

Manage all aspects of your employees’ retirement plans from document design to employee education and counsel to compliance and reporting.

Taft-Hartley Plans

We understand the importance of meeting the changing needs of unions and their defined contribution, defined benefit, investment-only, trustee-directed and member-directed plans.

Individual Retirement Accounts (IRAs)

Set aside tax advantaged funds for retirement and build an investment portfolio with this savings vehicle.

Financial Planning

Our personalized portfolio design utilizes modeling software to help calculate the most effective approach to achieving your goals. We review your plan periodically and as your situation evolves, we’re able to adjust your plan.

Foundations

We provide continual advice, support and education to clients to ensure the foundation’s assets are managed prudently, taking into account their cash flow needs