We are a fee-only advisor (Registered Investment Advisory firm)
and a team with more than half century of experience to manage
your investment accounts—
individuals—IRAs (including rollovers) and taxable accounts
institutions—401Ks, corporate pensions foundations
other non-affiliated financial advisors, including banks,
CPAs, attorneys and financial planners.
Our investment strategies are offered through personalized separate accounts and now, we also manage an institutional Index based on our Fidelis methodology. Please see WIFidelisIndex.com for more information.
Our quarterly Performance Review
& Market Commentary includes