Segerdahl & Co Inc

Capital Investment Services of America, Inc. is an employee-owned investment advisor based in Milwaukee, WI, serving high-net-worth individuals, trusts, businesses, and charitable organizations since 1981. With a focus on responsible stewardship, the firm builds custom-tailored investment portfolios to help clients achieve their financial objectives. Committed to aligning their interests with clients, the experienced investment team at Capital Investment Services of America not only provides a seat at the table during decision-making but also invests their own wealth alongside clients, emphasizing a shared dedication to the profession and mission of responsible wealth management.Generated from the website

Ziegler Financing Corporation specializes in providing high-leveraged, low-cost, fixed rate debt nationwide to for-profit, nonprofit and community-based organizations. It provides services to organizations like skilled nursing, assisted living, Alzheimer care, other licensed care, independent living and hospitals. The company is a licensed U.S. Department of Housing and Urban Development (HUD) lender of B.C. Ziegler and Company, which is one of the largest companies in Wisconsin providing complete financial services. Established in 1902, B.C. Ziegler and Company offers alternative investments, asset management, investment banking and wealth management. Some of the clients of the company are Northwest University, Kirkland, Luther College and the Escondido Charter High School. It is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation.

J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family office management, philanthropy, lending, fiduciary services and special advisory services to help our clients advance toward their own particular goals.