Associated Investment Service Inc

Several senior trust and investment professionals from two large regional trust companies and a national private investment management company joined together in 2004 to form Legacy Private Trust Company. Today, we are among the region's most preferred, independently owned trust and wealth advisory firms. Legacy specializes in investment management services for individuals and families, professional service organizations, family-owned and managed businesses and philanthropic organizations. A premier service organization, Legacy delivers advice for enhancing, preserving and transferring wealth through financial, tax, estate and charitable planning. Our investment capabilities range from superior proprietary portfolio management, third party manager selection, to sophisticated risk management strategies. Strategic investment alternatives such as private equity funds, hedge funds and real estate offerings are also available. Legacy offers asset management to family owned businesses, foundations, endowments, public funds and retirement plans.

Thrivent Financial, based in Oshkosh, WI, is committed to helping individuals plan their finances in alignment with their personal values and life goals. The company offers a range of services including financial planning, budgeting, and investment advice through qualified financial advisors. In addition to financial guidance, Thrivent emphasizes the importance of community involvement and charitable giving, with clients and others contributing millions in volunteer hours and donations. By fostering a collaborative approach, Thrivent aims to support clients in achieving their financial objectives while making a positive impact in their communities. Generated from the website