Building Strong Relationships Through Trust and Integrity
In 2013, Forbes recognized Busey Wealth Management’s parent corporation, First Busey, as one of America’s most trustworthy companies. When asked why, Robert Ballsrud, Executive Vice President of Busey Wealth Management, doesn’t hesitate in his answer. “We’re true fiduciaries,” Ballsrud says. “This means the benchmark of our success is how we care for our clients. We’ve structured every aspect of our firm to ethically and successfully achieve our clients’ financial goals.”
Combining Team Experience With a Client-Centric Focus
With a boutique approach and nearly $5 billion in assets under care, Busey Wealth Management, headquartered in Champaign, Illinois, touts its ability to build client-centric strategies and portfolios. With over 300 years of combined experience, Busey’s team believes the key to building a successful plan is a strong client relationship. “We seek to fully understand our clients’ objectives and then develop a customized strategy to help them achieve those goals,” Ballsrud says.
Busey’s typical client, a high-net-worth family or individual, receives a wealth of knowledge from Busey’s 10-member investment team and 35-member advisory team—nearly all of whom hold advanced designations, including CFA, CPA, CFP®, CTFA and MBA.
“Because of our extensive resources and approach, we are able to build a solid team of experts around each client—a unique benefit of our combination of expertise and size,” Ballsrud says. “We offer a very personalized approach to advising clients. We get to know our clients and understand their best interests. This is what enables us to truly customize a plan specific to them.”
The Busey Promise:
145 Years in the Making
Busey’s fiduciary approach ensures clients have access to a premier investment platform under the umbrella of committed, long-term relationships with investment and advisory team members. Analyzing the broad dynamics of the market with a forward-thinking perspective, Busey builds client portfolios using both traditional and innovative strategies. “We partner closely with clients to gain a true understanding of their entire financial situation before a plan is ever implemented,” Ballsrud says. “Our approach upholds the Busey Promise: a 145-year-old commitment to integrity, relationships and excellence with our customers, associates, communities and shareholders.”
It’s a promise, Ballsrud says, that requires action. Every year, the corporation and its associates donate countless volunteer hours and more than $1 million to the communities around them as a way to remain client- and community-focused.
“Everything we do centers around helping clients achieve their dreams,” Ballsrud says. “That was our promise 145 years ago, and it remains our promise today.”
100 W. University Ave. | Champaign, IL 61820 | 800.672.8739 | busey.com