2020 Annual Report

For Johnson Financial Group, 2020 proved to be an extraordinary year. We are so proud of the connections we made, from providing resources to our clients to making a positive impact in our communities. To view highlights from the year and learn more about what’s coming next, click on link below.

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Access your image lockbox account information.

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Retirement plan account access for sponsors.

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Online portal to your company's benefit administration tool.

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Online portal to access risk management, compliance and HR resources.

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Online access for Johnson Wealth Inc. and Johnson Bank Trust clients

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Custody portal for clients using RBC Advisor Services as custodian

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Custody portal for clients using Charles Schwab as custodian for Johnson Bank or Johnson Wealth Inc. accounts

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Custody portal for clients using TD Ameritrade as custodian for Johnson Bank or Johnson Wealth Inc. accounts

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Access to view and update your home and auto insurance information.

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Realize your financial goals

We build the right path to help you throughout the life stages of your company.

Assets

$12 Billion

Assets under administration

Wisconsin

WI Owned

Wisconsin's largest family-owned financial services company

Locations

30+ Locations

Locations in Wisconsin and Minnesota

Commercial Insights

hands at computer showing market performance

Making Sense of Fundamentals vs. Sentiment in the Bond Market

Investment Commentary

A client asked me how we manage all the information available to us when making portfolio management and investment decisions. She said there is so much data that seems to move markets, it must be confusing to sort through it all. She’s right…knowing what to pay attention to and what to ignore is a challenge for us all (and that’s true regardless of the industry you’re in). And what’s more, just which data is impactful changes over time! Right now, the bond market provides a good case in point.

READ MORE about our latest investment commentary.