The Client Advantage

We offer clients a unique combination of sophisticated wealth management and old fashioned values like confidence and trust. Many of our client relationships begin over a cup of coffee and last a lifetime. We've built a 97.5% client retention rate because we're able to offer innovative strategies, active management and a genuine interest in each client. What do we mean when we say active wealth management? We mean we're always poised to take advantage of market momentum and to protect you from large drawdowns. Our active management styles includes:

    •  rotational strategies  
    • client focus
    •  risk management 
    • diversification
    •  transparency
    •  low expenses

Client Visits

We enjoy meeting our clients for annual appointments. At this time we will review your accounts, update your paperwork and catch up on any developments in your life. Some of our clients prefer to meet with us more often, and we're happy to accommodate them. Others prefer to conduct their review via telephone or Skype. 

Group Meetings

Occasionally, we offer clients the chance to meet as a group. We enjoy these gatherings because they give us the opportunity to introduce the entire staff to clients, and they give clients an opportunity to ask general questions. After the group portion of this type of meeting, each attendee is able to meet individually with an advisor to review personal accounts. Our group meetings have become quite popular with our clients.

Free Seminars

Education forms the heart of our investment philosophy. We are constantly educating ourselves and we enjoy passing our knowledge along to our clients. We have hosted free seminars on topics like "Getting the Scoop on Annuities", "Practical Financial Advice for Widows", "Creating Inheritance from a Volatile Market", "A Fresh Start", among others. Future topics include Christian Financial Therapy, Healthcare and Understanding the Internet. Our seminars are always free, but reservations are required because seating does fill up fast.

Social Activities

We host an annual golf outing that is free for all clients. While most of our clients enjoy the afternoon of golf, some choose to join us just for the post-golf meal. We also frequently invite clients to be our guests at Brewer games, Packer games and charity dinners. Clients have suggested charity events and we're happy to join them on various walks and events throughout the area.