Investment Management

We are an independent firm. Independence allows us to manage your investments without pressure or influence from any particular financial entity. We do not work for a bank, insurance company, or other investment corporation, so there are no proprietary products to push nor are there sales quotas to meet.

Common questions we hear are:

  • Is there a disciplined management process in place?
  • Is it possible to avoid large losses the next time that the market goes down?
  • Do you offer alternative investments for higher net worth investors?
  • Is it possible to generate more income from my portfolio?
  • Do all my investments have to be “in the market”? Is my money in the right place?
  • Are the management fees that I am paying reasonable and customary?

Contact us at (715) 343-9600 to speak to an advisor, or to schedule an appointment for a no-cost, no-obligation consultation. Or, for more information, e-mail us at