All Places in Wisconsin

  • 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 · 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 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 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 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 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 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 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 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 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 Read more [...]

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