Wealthspire Advisors

Kitzinger Lautmann Capital Management Inc is a reputable investment firm based in Milwaukee, WI, offering a range of services including equity investments, fixed income planning, and personalized financial advice. With a team of experienced professionals and a strong investment philosophy, KLCM aims to provide clients with sound investment strategies and help them achieve their financial goals.Generated from the website

About Our Firm Oarsman Capital, a Registered Investment Advisor, was founded in 2000 by Robert Phelps and Alan Purintun. Prior to founding Oarsman, Phelps and Purintun were portfolio managers in Robert W. Baird & Company's portfolio management department, Baird Investment Management. The Phelps/Purintun team has worked together managing client portfolios for more than a decade.

Alpha Investment Consulting is an independent investment consulting firm based in Milwaukee, WI. With over 30 years of experience, they provide unbiased and objective investment advice to their clients, helping them meet their fiduciary responsibilities and achieve better outcomes. Alpha's commitment to their clients is evident in their long-standing relationships, with over 50% of their clients having been with the firm for 10 years or more. As a trusted partner, Alpha offers a range of services including investment policy development, asset allocation studies, manager selection and monitoring, and fee negotiation. They believe in a personalized approach, tailoring their solutions to meet the unique needs of each client. With a focus on independent decision-making and a dedication to presenting clients with accurate and unbiased information, Alpha Investment Consulting is a reliable choice for those seeking expert investment guidance.Generated from the website