1080 South Main Street
Fond du Lac,
As an independent fiduciary adviser, we create customized investment strategies to help build, preserve, and transfer our client’s wealth. We are committed to helping individuals, families, businesses, foundations, and endowments work towards their stated goals and objectives.
We meet with you to gain an understanding of your current personal, professional and financial goals, in addition to defining your investment objectives, time horizons and risk tolerance.
After we assess your personal situation, we discuss the risk/reward characteristics of various asset classes and their potential to positively contribute to your overall portfolio.
We present our recommended strategy to you, which incorporates an optimal selection of investment vehicles designed to help you pursue your stated goals and objectives. This is known as your asset allocation.*
Once you have a clear understanding of how our recommended strategy will help you pursue your goals and objectives, your unique plan is constructed and aligned with your future needs.
By monitoring your cash flow and net worth on an ongoing basis, we help ensure that your strategy effectively meets your needs. We also frequently communicate with you to learn about any changing priorities or refocused goals that would require an adjustment to your plan.
* Asset allocation does not ensure a profit or protect against a loss.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.