Our Partners
Every decision we help you make with your money is backed by the brilliance of Northern Trust Research.
Northern Trust
Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of investment management, asset and fund administration, fiduciary and Banking solutions for corporations, institutions and affluent individuals worldwide. Northern Trust, a multibank holding company based in Chicago, has a growing network of 79 offices in 18 U.S. states and has 16 international offices.
Founded in 1889, Northern Trust also owns two investment management subsidiaries, Northern Trust
Investments, N.A. and Northern Trust Global Advisors, Inc. As of December 31, 2020, Northern Trust Corporation had approximately $170 billion in banking assets under custody.
Why we use Northern Trust Research:
A consistent, highly focused business strategy
Leading edge technologies
Global custody capabilities in 95 financial markets
Economies of scale with $11.2 trillion of assets under custody as of December 31, 2020
A fiduciary heritage that goes back 130 years
A strong risk management culture
FCI Advisors
The Bank of Millbrook has partnered with FCI Advisors (FCI) to expand our investment expertise to a team of more than thirty investment professionals while continuing our commitment to local control and local service. FCI provides the Bank of Millbrook with client specific investment recommendations, including asset allocation guidance and portfolio construction, research and economic analyses. The Bank of Millbrook’s partnership with FCI enables our locally owned bank to utilize FCI’s broad range of investment expertise and supporting services to meet your investment needs.
FCI was established in 1966 and has been managing investments for institutional and private clients for more than five decades. FCI is an S corporation wholly owned by MTC Holding Corporation (“MTCHC”) which is 98% owned by employees and directors.
FCI is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA) under the Investment Advisors Act of 1940. FCI has $12 billion in assets under management (as of 11/30/2020).
FCI brings intimate knowledge of the opportunities and challenges that exist in today’s volatile and rapidly changing securities markets. Paired with The Bank of Millbrook’s understanding of your individual circumstances, risk tolerance, and concerns, our combined expertise provides you with a powerful team that is uniquely qualified to help you in the pursuit of your financial goals. Our partnership will provide you with a shared commitment to excellence, integrity, and service and will deliver world-class investment capabilities to your personalized investment portfolio.
