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$12 Billion

Assets under administration


WI Owned

Wisconsin's largest family-owned financial services company


42 Locations

Locations in Wisconsin, Minnesota and Arizona

Commercial Insights

investment display desktop

Recovery or Recovering?

Investment Commentary

Webster’s defines recovery as “overcoming a deficiency or shortcoming” while recovering is defined as “a return to a normal state.” This may be an interesting differentiation as we think about the economy’s current and future states as influenced by the pandemic.

READ MORE about our latest investment commentary.