Investment Management

Growing, successful businesses frequently need a variety of Investment Management services. Here are several that can enhance long-term profitability and improve your ability to attract and retain first-rate employees: 

Corporate Cash Management Account 

This account offers the following benefits:

  • To substantially improve yield via an ability to utilize a wide range of short-term investment vehicles, including but not limited to money market funds, short-term bond funds, United States Treasury Securities, commercial paper, corporate bonds, FDIC-Insured CDs, and more
  • To transfer funds between your cash management and business operating accounts free of monthly transfer restrictions
  • To earn a yield determined by the investment type(s) selected rather than account balance

Qualified Retirement Plans

We offer a complete menu of retirement plans for businesses of all sizes, including the following:

  • 401(k) Plan
  • Simple IRA
  • SEP IRA
  • Profit-Sharing Plan
  • Defined Benefit Plan (classic pension)

Non-Qualified Retirement Plans 

These are typically custom-drafted and designed to provide additional benefits to owners and select key employees.

Comprehensive Financial Planning Services


Email or call (608) 826-3570 for further information on how our Wealth Management Division can help you meet your financial goals.

MEET OUR WEALTH MANAGEMENT TEAM that is located at our Madison Office, 455 S. Junction Rd., Ste. 100. Madison, WI 53719.


Investment Products:

Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value