Cedar Hill Wealth Management

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Investment Strategy

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Frequently Asked Questions

Q. Can Cedar Hill help with estate planning, trusts or other financial services we may need?
A. Cedar Hill has close relationships with attorneys, accountants and estate planning professionals who can help you with:

  • Cash Flow Modeling and Portfolio Tax Projections
  • Retirement and Wealth Transfer Planning
  • Banking, Insurance, Legal and Tax Provider Coordination

We would be pleased to make the appropriate introductions to these specialists.

Q. Who is MB Financial and how does it relate to Cedar Hill?
A. Cedar Hill Associates, LLC began its affiliation with MB Financial Bank, N.A. in 2008 and is wholly-owned through a subsidiary of the bank, MSA Holdings LLC.

As an investment advisor, Cedar Hill is fully committed to providing highly personalized, customized services and attention to our clients’ wealth management needs. Our clients can receive the advantage of our close affiliation to beneficial bank resources such as personal or commercial banking, mortgage and loan services, credit and debit cards.

We can readily tap colleagues who are seasoned banking professionals to help you with other financial services. With approximately $19 billion in assets, MB Financial, Inc. (NASDAQ: MBFI) is the Chicago-based holding company for MB Financial Bank, N.A. headquartered in Chicago. MB Financial has been helping its customers grow, manage and protect their wealth for more than 100 years.

Q. What are your fees for managing investment portfolios?
A. We provide investment management services that encompass equities, fixed income and alternative investments. Our fees are based on a percentage of assets under management. You can find a detailed disclosure of our fee schedules in our ADV 2A/2B Disclosure Brochure.