Burling Asset Management
Commercial Banking
Corporations and Institutions
Leverage a long-standing relationship between Burling Bank and Chicago Partners Wealth Advisors—two firms with decades of experience serving clients in the heart of Chicago.
Burling Asset Management is a fully customizable, all-inclusive solution for qualifying institutions. Maximize returns on excess cash while reducing internal resource demands and improving operational efficiency.
BUILD YOUR BUSINESS
Solutions to simplify and empower your business.
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Optimize Cash Reserves
Ensure Sufficient Liquidity
Enhanced Risk Mitigation
Reduced Operational Burden
Customizable Portfolio Solutions
Burling Asset Management offers corporate solutions with three distinct investment tiers, allowing for allocations into one or multiple asset classes. Work with the Burling and Chicago Partners team to craft a portfolio solution catered specifically for your business, balancing risk and return while maintaining necessary liquidity.
Treasury Strategy
Conservative Yield, Daily Liquidity
Ultra Short & Short Duration
Moderate Yield, Daily Liquidity
Alternative & Enhanced Income
Enhanced Yield, Periodic Liquidity
Platform Info and Reporting:
Utilize an advanced financial management platform to view all accounts in your financial world, from your checking account at Burling to your investment accounts at Chicago Partners. Accurately forecast your liquidity, pull necessary reporting, and view income projections.
Burling Asset Management clients are supported by a credentialed advisor from Chicago Partners — always a CFA or CFP® — alongside their dedicated Burling banker. That advisor is backed by a team managing operations and portfolio oversight, ensuring day-to-day needs are handled efficiently.
While your banker and advisor serve as your main contacts, both firms work collaboratively to deliver a unified, seamless asset management experience.
Chicago Partners was founded in 2008, starting with 100 clients and one 4-person office in Chicago. In the 16 years since, the Chicago Partners team has grown to over 55+ professionals serving over 2,500 clients of all types. With expertise ranging from investment selection to estate planning, Chicago Partners has the ability to assist any Burling Bank client.
Fiduciary Standard
Chicago Partners is a fiduciary advisor, always using the Fiduciary Standard for giving financial advice. The firm does not receive outside sales commissions, ensuring that all decisions made are in your best interest.
Chicago Partners is a fiduciary advisor, always using the Fiduciary Standard for giving financial advice. The firm does not receive outside sales commissions, ensuring that all decisions made are in your best interest.
Not insured by the FDIC; Not a deposit or other obligation of, or guaranteed by, the depository financial institution; Subject to investment risks, including possible loss of principal invested.
Investment management and advisory services are offered through Chicago Partners Wealth Advisors (CPWA), a Registered Investment Advisor. Burling Bank and Burling Wealth Management are not registered as a broker-dealer or as Registered Investment Advisors. All insurance products are offered through Chicago Partners Insurance Group (CPIG). Burling Bank and Burling Wealth Management do not sell insurance. CPWA is a separate entity from, and not an affiliate of, Burling Bank or Burling Wealth Management. CPIG is a separate entity from, and not an affiliate of, Burling Bank or Burling Wealth Management. CPWA and CIPG are not affiliated entities. Additional disclosure information can be found here.
Please Note Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if CP is engaged, or continues to be engaged, to provide investment advisory services.