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Showing 1 - 12 of 24 results
DANA INVESTMENT ADVISORS INC.
DANA INVESTMENT ADVISORS INC.
Waukesha, Wisconsin
11-50 employees
Dana Investment Advisors is an Asset Management firm that guides investors through an ever-changing market environment. Dana actively manages a broad range of public U.S. Equity and Fixed Income investment strategies for corporations, endowments, foundations, family offices and individuals. Our objective is straightforward: Deliver consistent excess returns with lower risk and provide clients with exceptional, personal and timely service.
Retirement Benefits Rank
Top Benefits
FIDUCIARY MANAGEMENT, INC.
FIDUCIARY MANAGEMENT, INC.
Milwaukee, Wisconsin
11-50 employees
Fiduciary Management, Inc. (“FMI”), founded in 1980, is an independent money management firm based in Milwaukee, Wisconsin. FMI’s equity investing strategies apply a value discipline, with a focused approach firmly rooted in fundamental research. As of 3/31/2023, FMI has approximately $14.1 billion in AUA ($13.9 Billion AUM). Social media Terms of Use This site is for accredited investors and professional purposes only and should not be considered as investment advice or recommendations to invest in any security, strategy or investment product. Contacting FMI For general questions, please contact FMI directly at [email protected] or (414) 226-4545.
Retirement Benefits Rank
Market Leading
PROVIDENT TRUST COMPANY
PROVIDENT TRUST COMPANY
Waukesha, Wisconsin
11-50 employees
Provident Trust Company is an SEC-Registered Investment Advisor and State of Wisconsin Chartered Trust Company with more than $1 billion of assets under management. Provident manages separate portfolios of $1 million or more and a proprietary mutual fund. Provident provides integrated financial forecasting, portfolio management and trust services for our clients. Our investment management expertise and fiduciary powers combine to provide what we believe is a great value to families and businesses seeking a stable group of experienced professionals to manage their financial affairs.
Retirement Benefits Rank
Top Benefits
MASON WELLS, INC.
MASON WELLS, INC.
Milwaukee, Wisconsin
11-50 employees
Mason Wells was founded in Milwaukee in 1998 and has partnered with entrepreneurs, families, and management teams to help their companies reach new levels of excellence while preserving legacy and culture. We pride ourselves on an unwavering commitment to candor, trust, accountability, and transparency in our relationships with our partners, investors, advisors, and employees. Mason Wells brings a people-first and thematic approach to private equity through lasting partnerships by immersing itself in its targeted industry sectors and regional business communities of the Midwest. We know each situation is unique and have a qualified and experienced team to help provide resources that help companies professionalize operations, improve service offerings, execute M&A strategies, and access new markets among many others. Mason Wells has raised over $2.4 billion across five independent buyout funds. We fulfill our commitment to all stakeholders by employing an honest, repeatable playbook to drive thoughtful value creation and partnership, showcased in over 38 platform investments since the firm’s inception. Consumer Packaged Goods: -Beverage -Food -Ingredients -Household -Healthcare -Personal Care Engineered Products and Services: -Building Products -Flow Control -Foodservice Equipment -Healthcare Products -Specialty Chemicals -Test & Measurement Outsourced Business Services: -Commercial, Industrial & Residential Services -Environmental, Infrastructure & Utility Services -Insurance Services -Specialty Distribution -Testing, Inspection, Compliance & Certification -Transportation & Logistics Packaging Materials and Converting: -Food & Beverage -Health & Beauty -Pet Care -Healthcare -Regulatory/Compliance - Warehouse/Logistics
Retirement Benefits Rank
Top Benefits
HEARTLAND ADVISORS, INC.
HEARTLAND ADVISORS, INC.
Milwaukee, Wisconsin
11-50 employees
Heartland Advisors is a boutique, independent investment firm in Milwaukee, WI. Our value-focused, actively managed product suite is offered through 3 mutual funds and 4 separately managed accounts. Our approach is consistent across all of our products, however, we believe each portfolio serves a distinct role and is constructed accordingly. Some of our portfolios emphasize dividends to mitigate volatility and to provide a modest stream of income while others seek to diversify risk and increase opportunity by holding stocks with varying market caps. The ultimate goal with each is to provide superior risk adjusted returns and limit downside participation. Heartland defines value using our proprietary, consistent, and time-tested 10 Principles of Value Investing™. Our Investment Team applies a bottom-up approach that combines traditional fundamental analysis as well as meetings with management, competitors, and end clients of the businesses we consider for investment. DISCLOSURE Past performance does not guarantee future results. This material must be accompanied by a prospectus: m.heartlandadvisors.com/prospectuses. The value of investments vary daily, which may cause loss of principal. Funds are distributed by ALPS Distributors, Inc. Individuals who post here are registered representatives of ALPS. SMAs and related services are by Heartland Advisors and not affiliated with ALPS. For complete disclosures, visit m.heartlandadvisors.com/social.
Retirement Benefits Rank
Market Leading
LANDAAS & COMPANY
LANDAAS & COMPANY
Milwaukee, Wisconsin
11-50 employees
Landaas & Company is an independent money management firm focused primarily on the needs and objectives of individual investors. Landaas & Company offers objective investment advice based on what we think is best for each client. We are not obliged to any other company for our recommendations. Our ultimate interest is that our clients do well and remain with us. Our academic approach to money management helps us create customized, balanced portfolios from an assortment of mutual funds, stocks, bonds and other assets, both U.S.-based and international. We recommend investment funds consistently managed by proven professionals. Relying on our market-tested knowledge of finance and economics, using a broad array of assets, we seek consistent investment performance with below-average risk. We continually monitor our clients’ portfolios and recommend adjustments to manage risk and maximize return. As the tortoise showed the hare, steady wins the race. We don’t chase fads. We patiently mind our clients’ money for the long haul. Landaas & Company has extensive experience in the financial markets and relies on a team of thoughtful, accomplished professionals representing a diversity of backgrounds and experiences. We invest in our employees and maintain a work environment that is respectful and intellectually stimulating. As a firm and individually, we are involved in our community. We pride ourselves on high ethical standards. We have never had a formal complaint filed against our firm or one of our staff. Landaas & Company is registered as a broker/dealer with the Financial Industry Regulatory Authority. Landaas & Company is registered as an investment advisor with the United States Securities and Exchange Commission and also accountable to clients through the Wisconsin Department of Financial Institutions and similar agencies in the 35 other states and territories where we do business. We are members of Securities Investor Protection Corporation.
Retirement Benefits Rank
Market Competitive
WIND RIVER FINANCIAL, INC.
WIND RIVER FINANCIAL, INC.
Madison, Wisconsin
11-50 employees
Wind River Financial is a Wisconsin based business partner that powers payments acceptance for customers of all sizes. We empower customers to accept credit & debit card payments for e-commerce, mobile payments, mobile applications, mobile wallets (Android Pay, Apple Pay), wireless, virtual terminals, integrated POS systems, EMV/chip cards and terminals. Our white glove level of customer service, state-of-the-art secure payment solutions, and highly experienced staff differentiate us from our competitors. Talk to us about how to design your payments acceptance to meet your business needs and accept the forms of payment that your customers want to use.
Retirement Benefits Rank
Market Competitive
ELLENBECKER INVESTMENT GROUP, INC.
ELLENBECKER INVESTMENT GROUP, INC.
Waukesha, Wisconsin
11-50 employees
At Ellenbecker Investment Group, our goal is to help you understand what you need to do to achieve your goals so you can relax and enjoy your life. We believe a whole-person approach is the best way to find that kind of true wealth. Our advisors will help you focus on three of the most important human dimensions: financial, personal and social well-being. We will take the time to understand what matters to you now and through all of life’s transitions. And most importantly, we will involve you along the way so you can gain both financial confidence and knowledge. We will take a look at your current investments and apply financial best practices to determine which parts of your plan are working for you – and which parts can use some improvement. Your personalized plan will include everything that you and your spouse or significant other have accumulated. The result will be complete integration of all your investment and financial disciplines into a single strategy, anchored by our high standards. Through regular meetings, ongoing updates and individualized attention, we will keep you on the right path – and make sure you are always familiar with where your plan is taking you.  Advisory services offered through Ellenbecker Investment Group, Inc. (EIG), a Registered Investment Advisor. EIG does not provide tax or legal advice; please consult your tax or legal advisor regarding your particular situation. Diversification and asset allocation do not guarantee positive results. Loss, including loss of principal may result.
Retirement Benefits Rank
Market Leading
C.W. PURPERO, INC.
C.W. PURPERO, INC.
Oak Creek, Wisconsin
11-50 employees
Accounts Payable, Accounts Receivable (invoicing & collections), Contract Administration, Fixed Assets, Payroll Processing and Reporting, General Ledger Entries & Reconciliations, Financial Statements. Also Notary Public.
Retirement Benefits Rank
Top Benefits
REINHART PARTNERS, LLC
REINHART PARTNERS, LLC
Mequon, Wisconsin
11-50 employees
Reinhart Partners provides investment management services to institutions and high net-worth individuals.
Retirement Benefits Rank
Market Competitive
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SPECTRUM INVESTMENT ADVISORS, INC.
SPECTRUM INVESTMENT ADVISORS, INC.
Mequon, Wisconsin
11-50 employees
Spectrum Investment Advisors, Inc. was incorporated in 1995 as a Registered Investment Adviser registered directly with the SEC. We are built on the premise that achieving your financial goals depends on independent financial advice, timely research, and easy access to the investments and services that best fit your specific needs. Our tagline, “Colors Simplify Investing®”, represents the uniqueness of our education process and the ability of communicating with participants from all different industries and backgrounds. Our patented Spectrum Investor® Communication Process uniquely qualifies us to provide retirement consulting services through the use of the simplicity of colors to communicate investing. We have developed our own color-coded communication materials to educate participants and empower them in the selection and ongoing monitoring of their investment options. Registration with the SEC does not imply a certain level of skill or training. SIA does not approve or endorse any third-party communications on this site.
Retirement Benefits Rank
Market Leading
STEWART-PETERSON GROUP, INC.
STEWART-PETERSON GROUP, INC.
West Bend, Wisconsin
11-50 employees
Total Farm Marketing helps farmers develop strategies to harvest a better average price for their products. Regardless of size, location or type of operation our all-inclusive approach helps tame the volatility of the markets by delivering and supporting strategic hedging and cash decisions. Total Farm Marketing’s deep breadth of services include: Stewart-Peterson Inc., a publishing company that prepares farmers for the markets with data analytics on current commodities. Stewart-Peterson Group Inc. delivers experienced brokerage expertise helping you prepare for the markets. Stewart-Peterson Group Inc. is registered with the Commodity Futures Trading Commission (CFTC) as an introducing broker and is a member of National Futures Association. SP Risk Services helps dairy farmers efficiently protect revenue through insurance advice. SP Risk Services, LLC is an insurance agency and an equal opportunity provider. The TFM Managed pricing program delivers simple access to professional marketing through a managed contract. The TFM Managed Pricing Program and the managed contracts of which it is comprised, are offered by Indigo Ag. Recommendations for the TFM Managed Program are provided to Indigo Ag from Stewart-Peterson Inc. SP Risk Services LLC and Stewart-Peterson Inc. are wholly owned by Stewart-Peterson Group Inc. Unless otherwise noted, services referenced are services of Stewart-Peterson Group Inc. Past performance is not indicative of future results. No representation is being made that scenario planning, strategy, consistency or discipline will guarantee success or profits. Futures and options trading involve significant risk of loss and may not be suitable for everyone. Carefully consider whether such trading is suitable for your financial condition. Any decisions you may make to buy, sell or hold a futures or options position on such research are entirely your own and not in any way deemed to be endorsed by or attributed to Total Farm Marketing.
Retirement Benefits Rank
Market Laggard