First Busey Results Presentation Deck
2Q23 Earnings Investor Presentation
First Busey Corporation | Ticker: BUSE
Fully Integrated Wealth Platform
As of 6/30/23
Busey
3
Core Principles
7
Distinct Teams
for preserving &
growing wealth
7WEALTHⓇ
MANAGEMENT
I. Client-Focused Strategy
Trusted fiduciaries that identify prudent
financial solutions to meet client-specific
needs and objectives and help clients make
better decisions about their wealth
FINANCIAL PLANNING
Retirement planning
Investment planning
.
■
.
.
Tax planning
Life insurance & LT care
Executive stock option strategies
PRIVATE CLIENT
Concierge banking with one point of contact
Complete and simplified coordination of all
banking needs
.
$11.5 Billion
Assets Under Care
FIDUCIARY ADMINISTRATION
Personal trust services trustee, executor,
post-mortem administration
.
Estate plan reviews
Philanthropic advisory services
FOUNDATIONS & ENDOWMENTS
▪ Specialized strategies & services
In-house investment management
$55.1 Million
LTM Revenue
II. Team-Based Approach
Collaborative team of experienced,
credentialed professionals with broad
resources that excels in developing unique
solutions for clients.
is
CLIENT
Lass
EB
III. Comprehensive Wealth Management
Fully internalized investment office and an investment
philosophy that uses a tailored approach to provide
proactive advice, empowering clients to make
appropriate financial choices to meet their goals in every
aspect of their financial health
INVESTMENT MANAGEMENT
Portfolio construction & management
Enhanced asset allocation strategies
44.1%
PT Margin MRQ
▪ Goal based asset allocation
Tax efficient strategies.
Distribution planning
.
.
CORPORATE RETIREMENT PLANS
Retirement Plan advisory services
401K management
·
Open architecture platform
Dedicated in-house investment team
TAX PLANNING & PREPARATION
Deduction maximization
. Capital event planning
• Tax-advantaged savings and investment strategies
Tax return preparation
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