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  • Capital Innovations, LLC

    Capital Innovations is a leading global investment manager with a history of Innovation in Real Asset investing.  We established Capital Innovations in 2007 so our clients may have access to a nimble boutique asset manager with the benefits of a stable global platform built on our core principles. 100% employee owned, 51% female owned Effective transparent corporate governance Low ego Read more [...]

  • Timpani Capital Management

    Timpani Capital Management is an investment manager focused on small cap growth investing. Our experienced senior management and investment professionals work as a team to identify investment prospects and manage client portfolios. Timpani Capital uses a consistent and proven investment philosophy and process that has been used since the inception of the firm. Timpani Capital Read more [...]

  • Madison Investment Holdings, Inc.

    Since 1974, Madison Investment Advisors has served investment management clients with a sound blend of investment philosophy and process, disciplined thinking and a spirit of independence. As an employee-controlled firm, our clients work with us because of our experience and commitment to excellence. Investing involves Risk · Not FDIC Insured · No Bank or Credit Union Guarantee · May Read more [...]

  • Plumb Funds

    Our goal with the Plumb Funds is to provide a solid foundation for your investment portfolio.  As builders will explain, the strength of a plan, and thus its outcome, hinges on whether the foundation is plumb, square and true; only then do you have a solid structure up which to build. As core managers, we Read more [...]

  • Cortina Funds

    Milwaukee, WI based Cortina Funds offers institutional investors expertise in managing domestic small cap equity portfolios. We have a deep history of small cap portfolio management behind our investment funds and we are committed to our shareholders. Managed by Cortina Asset Management LLC, the Cortina Funds possess the vast experience of a leading independent investment Read more [...]

  • Baird Funds

    For nearly 95 years, Baird has been a strong, stable and trusted financial partner across generations and through many market cycles. Today Baird offers private wealth management, fixed income capital markets and asset management advice and services across the United States. We also serve institutional equity, investment banking and private equity clients around the globe. Read more [...]

  • Heartland Funds

    Heartland Advisors is a boutique, independent investment firm in Milwaukee, WI. Our value-focused, actively managed product suite includes distinct U.S. and international investing strategies, which are offered through five mutual funds and four separately managed accounts. Investing involves Risk · Not FDIC Insured · No Bank or Credit Union Guarantee · May lose Value

  • Wells Fargo Asset Management

    Wells Fargo Funds skillfully guides institutions, financial advisors, and individuals through the investment terrain to help them reach their financial objectives. Everything we do on behalf of our investors is built on the standards of integrity and service established by our parent company, Wells Fargo & Company; the expertise of our independent investment teams and Read more [...]

  • CUNA Mutual Retirement Solutions

    CUNA Mutual Retirement Solutions designs simple and practical retirement programs that help hard-working Americans save for the future. For more than fifty years, we have been a leading provider of qualified and nonqualified retirement solutions that delivers service excellence and customer-focused, best-in-class products. With nearly $17 billion assets under administration and over 6,900 retirement plans Read more [...]

  • Broadview Advisors

    Broadview Advisors LLC is a 100% employee-owned independent SEC-registered investment advisor based in Milwaukee, Wisconsin.  Established in 2001, our seasoned investment team focuses on core growth strategies through bottom-up fundamental analysis.  As of September 30, 2015, Broadview Advisors manages over $875 million in assets for domestic institutions and individual investors through a registered mutual fund, a Read more [...]

  • AMP Wealth Management

    In today’s investment world, every decision counts and every dollar matters. AMP Wealth Management (AMP) has been assisting investors reach their financial goals by managing investments since 1994.  Dynamically managed Quantfolios are diversified portfolios built using quantitative and qualitative analysis with the goal of providing stable consistent returns in varying market conditions. When the market Read more [...]

  • Reinhart Partners, Inc.

    Reinhart Partners was founded in 1991 by our CEO, Jim Reinhart. Our mission remains clear and unwavering – employ a highly skilled team of professionals dedicated to one goal: to exceed our clients’ investment objectives through the active management of equity and fixed income portfolios. Investing involves Risk · Not FDIC Insured · No Bank Read more [...]

  • iSectors LLC

    iSectors® is an investment manager that provides your advisor with a comprehensive suite of proprietary exchange traded fund (“ETF” ) – based asset allocation models. iSectors® investment management services, along with the technological infrastructure and support staff of our platform partners, helps your advisor optimize their business efficiencies, affording them more time to get to Read more [...]

  • Convergence Investment Partners

    Convergence Investment Partners is an active equity manager dedicated to managing outstanding U.S. equity strategies. Our team’s experience spans decades of investing based on fundamental stock picking combined with advanced technology. This has allowed us to develop systematic stock selection strategies that can help garner powerful results. Convergence uses its proprietary process to select and Read more [...]

  • Thompson Investment Management, Inc.

    Thompson Investment Management, Inc. (TIM) is an independent registered investment advisor based in Madison, Wisconsin, that offers Investment Portfolio Management, Retirement Plan Services and Mutual Funds to individuals, businesses and foundations. In addition, we provide advice and guidance to clients who may have a multitude of financial objectives. We are keenly aware of the trust Read more [...]

  • Appleton Group, LLC

    The Appleton Group is an independent Registered Investment Advisor offering objective, unbiased wealth management, research and investment advisory services. As a mid-sized privately held firm, we work to help individuals, families, foundations, corporations and other advisors build and manage more predictable, sustainable and profitable portfolios over time. We’re committed to the long-term economic sustainability of Read more [...]

  • Nicholas Funds

    Nicholas Company is an independently owned investment management firm founded in 1967 by Abe Nicholas. We offer a disciplined approach to investing in high quality growth stocks. Nicholas is well known for its independent research, disciplined valuation process and long-term investment philosophy. Investing involves Risk · Not FDIC Insured · No Bank or Credit Union Read more [...]

  • Dana Investment Advisors

    Our business is one that is built on trust and with trust comes responsibility. As a Registered Investment Advisor we are governed by fiduciary standards to our clients, but our responsibilities don’t end there. We also must be proactive in our communication, transparent in our investment management process and accessible in times of need. Investing Read more [...]

  • Artisan Partners

    Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. The foundation of Artisan Partners’ story was set in 1994 by our founders Andy and Carlene Ziegler. At the time, the Zieglers identified two secular trends—talent acquisition Read more [...]

  • Milwaukee Institutional Asset Management

    MIAM provides Investment Advisory services utilizing value-oriented investment principles. Institutional investors such as Registered Investment Advisory firms and their Investment Advisory Representatives, as well as Broker-Dealers and their Registered Representatives, work in partnership with the firm, engaging us as either a Sub-Advisor or a 3rd Party Advisor to their clientele. Investing involves Risk · Not Read more [...]

Important Information:

Investing Involves Risk · Not FDIC Insured · No Bank nor Credit Union Guarantee · May Lose Value