Services

PRIVATE CLIENT BROKERAGE

At Podesta & Co., we value strong personal relationships with our clients which allow us to understand their specific goals for their money.

As a full service firm we are dedicated to assisting clients attain their financial goals through professional and comprehensive investment planning. We commit ourselves every day to provide clients with excellent service and deliver objective, independent and personalized financial advice. Our advisors are invested in what matters most – your financial security and independence. We invest time to gain your trust by maintaining close relationships with you to understand your specific needs and risk tolerance. We then utilize our top-of-the-line resources as well as the knowledge of our experienced advisors to develop a customized roadmap for you, our client, to reach your specific goals. 

WEALTH MANAGEMENT

At Podesta & Co., our job is to help you reach your financial goals. Podesta & Co. offers portfolio management to individuals, employee benefit plans, trust and estates, businesses and other suitable investors.  This fee based service is a discretionary, customized investment management portfolio program sponsored by Podesta & Co. which includes;
 

  • an initial analysis of the Client's investment objectives and needs, with periodic re-evaluations,
  • investment advisory services and portfolio management rendered by Podesta & Co.,
  • custodial and execution services provided by Podesta & Co.'s clearing firm, RBC CS, and
  • portfolio evaluation reports and account related services provided by Podesta & Co.

MUNICIPAL UNDERWRITING & SALES

Since 1990, Podesta & Co. has performed as co-manager in over $26 billion dollars of publicly offered municipal financings.  We have achieved this level of success by providing competent, efficient and cost-effective services to meet the needs and objectives of the issuer. We have experienced professionals capable of delivering exceptional service. As a certified WBE, our firm can fulfill the issuer's commitment to maximizing opportunities for women-owned businesses.

Podesta & Co. has served the following issuers: The State of Illinois, The Illinois Housing Development Authority, The Illinois Medical District, The Illinois Toll Highway Authority, The City of Chicago, The Chicago Board of Education, The Chicago Park District, The Metropolitan Water and Reclamation District of Greater Chicago, The County of Cook, IL, The University of Illinois, The Village of Bridgeview, IL and The State of California.