918 Deming Way, 3rd Floor Madison, WI 53717 | 608.827.5700 | 877.886.5777 | Fax: 608.827.7300

Services

Investment Portfolio Management

We manage investment portfolios for individuals, businesses and foundations. Our strength is in developing long-term plans and constructing custom portfolios to address our clients’ unique needs and objectives. Our services include individual and Joint Taxable Portfolios, Roth IRA’s, Traditional IRA’s, Trust Accounts, Foundation Portfolios, and Corporate Portfolios.

Retirement Plan Services

We specialize in Retirement Plan Services for individuals and small-to-medium sized businesses. We work with plan sponsors as co-fiduciary to develop and implement company-sponsored retirement plans that best serve the goals of business owners and employees. We work with the following retirement plans: 401(k), 403(b), Profit Sharing, Cash Balance, SEP, Employee Stock Option Plans, and SIMPLE IRA’s.

Mutual Funds

Our Proprietary mutual funds are available to individuals for direct investment and to financial advisors, financial planners and registered investment advisors for their clients.

AAPL
158.76
-2.19
-1.36%
XOM
76.585
-0.886
-1.1430%
MSFT
72.73
-0.92
-1.25%
JNJ
133.58
-0.59
-0.44%
WFC
52
-0.69
-1.31%
GE
24.866
-0.234
-0.9311%
JPM
91.1
-0.99
-1.08%
PG
92.49
+0.05
+0.05%
PFE
33.095
-0.265
-0.794%
VZ
48.2
-0.21
-0.43%
CVX
106.22
-0.62
-0.58%
T
37.896
-0.334
-0.8747%
BAC
23.81
-0.38
-1.57%
DIS
102.04
-0.16
-0.16%
FB
167.98
-2.02
-1.19%
C
66.895
-0.815
-1.204%
MRK
62.18
-0.52
-0.83%
GOOG
916.9
-10.06
-1.09%
KO
46.07
-0.13
-0.28%
CMCSA
40.465
-0.775
-1.879%
HD
150.8
-1.45
-0.95%
GILD
72.44
-0.91
-1.24%
INTC
35.351
-0.459
-1.2812%
IBM
141.255
-1.245
-0.874%
CSCO
30.96
-1.38
-4.27%
PEP
118.7
-0.4
-0.34%
AMZN
965.385
-12.795
-1.308%
ORCL
48.775
-0.475
-0.964%
V
102.68
-0.64
-0.62%
WMT
79.55
-1.43
-1.77%
AAPL
158.76
-2.19
-1.36%
XOM
76.585
-0.886
-1.1430%
MSFT
72.73
-0.92
-1.25%
JNJ
133.58
-0.59
-0.44%
WFC
52
-0.69
-1.31%
GE
24.866
-0.234
-0.9311%
JPM
91.1
-0.99
-1.08%
PG
92.49
+0.05
+0.05%
PFE
33.095
-0.265
-0.794%
VZ
48.2
-0.21
-0.43%
CVX
106.22
-0.62
-0.58%
T
37.896
-0.334
-0.8747%
BAC
23.81
-0.38
-1.57%
DIS
102.04
-0.16
-0.16%
FB
167.98
-2.02
-1.19%
C
66.895
-0.815
-1.204%
MRK
62.18
-0.52
-0.83%
GOOG
916.9
-10.06
-1.09%
KO
46.07
-0.13
-0.28%
CMCSA
40.465
-0.775
-1.879%
HD
150.8
-1.45
-0.95%
GILD
72.44
-0.91
-1.24%
INTC
35.351
-0.459
-1.2812%
IBM
141.255
-1.245
-0.874%
CSCO
30.96
-1.38
-4.27%
PEP
118.7
-0.4
-0.34%
AMZN
965.385
-12.795
-1.308%
ORCL
48.775
-0.475
-0.964%
V
102.68
-0.64
-0.62%
WMT
79.55
-1.43
-1.77%