Busey Wealth Management
Busey Wealth Management is a wealth management and investment advisory division of Busey Bank, headquartered in Urbana, IL. Founded as part of Busey Bank, it specializes in providing investment management, trust, estate planning, and financial advisory services to individuals, families, nonprofits, and institutional clients. The firm is part of First Busey Corporation, established in 1868, and is known for its Midwestern roots, personalized client service, and integrated approach combining banking and wealth management. It employs several dozen professionals including portfolio managers, advisers, and support staff.
Investment Strategy
Busey Wealth Management employs a disciplined, client-focused investment process, offering tailored portfolio solutions that include equities, fixed income, mutual funds, and alternative assets. The firm emphasizes long-term wealth preservation, risk management, and diversified asset allocation, leveraging both active and passive investment strategies to meet each client's goals and risk tolerance. Its strategy integrates financial planning with investment management, and periodic rebalancing based on market conditions and individual circumstances.
Top Holdings
Equity Positions (376)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.97% | $249.9M | 482,507 | $144.39 | $517.95 | +$9.3M |
A AAPL | APPLE INC | 6.78% | $243.1M | 954,572 | $72.72 | $254.63 | +$44.8M |
N NVDA | NVIDIA CORPORATION | 4.86% | $174.3M | 934,126 | $57.83 | $186.58 | +$27.3M |
G GOOG | ALPHABET INC | 4.01% | $143.8M | 590,234 | $65.07 | $243.55 | +$38.7M |
A AMZN | AMAZON COM INC | 3.48% | $125.0M | 569,140 | $97.77 | $219.57 | +$3.1M |