Investment Companies in Milwaukee, WI

Legacy Capital Partners is a U.S. Securities and Exchange Commission Registered Investment Advisory company and maintains a notice filing in the state of Wisconsin. The existence of this website should not be construed in any direct or indirect manner as a solicitation for advisory or securities business in any states beyond the states in which Legacy Capital Partners. maintains registration or is exempted or excluded from registration based on each state's applicable di minimis rules.

Strength and durability are two key principles we follow in building strong foundations with our customer's investment portfolios. Our logo features a bull with a bear in its shadow. The shadowing bear symbolizes our core belief that investment performance in bear markets is as important as investment performancein bull markets, if not more so.

Sadoff Investment Management manages assets for a wide spectrum of customers. Our primary mission is to sustain superior long-term results, while minimizing risk. Let our skilled staff help you in investing for your retirement, for an income stream or for your beneficiaries.

Wisconsin's oldest, locally owned discount brokerage company You can depend on us to supply the same broad range of services provided by major brokerage houses without paying their full commissions. And, because our team turnover-rate is among the lowest within the industry, the broker you deal with today will be here tomorrow. Our business is based on long-term professional relationships.

Previously, he served as an Investment Officer for Johnson Trust Company and held investment operations positions at Bank One and at the Midwest Stock Exchange. Dan holds a Bachelor's degree in business administration from Marquette University and is a CFA charterholder.

Who we're Geneva Capital Management Ltd. is the Investment Advisor 2009 midcap equity Separately Managed Account award winner. Read the full article in the April edition of Investment Advisor. This is the 3rd year in a row Geneva has been recognized as the winner in the midcap equity space.