OUR PARTNERS
 

ATTENTION FPA-SW MEMBERS

Know an organization that would be a great chapter partner?  You can help them establish a valuable partnership relationship with FPA-SW and help your Chapter at the same time!  To learn more about our partnership program, follow the link below to the Benefits-At-A-Glance document. If you know of a company that would make a great Partner, send the company name and contact information to ddewey@waukeshabank.com or call FPA-SW at 414/358-9260 for more information. Let us know if we may use your name in making a contact.

FPA-SW Partner Benefits at a Glance 

 

  GOLD PARTNERS
   
 
 

Calvert Group

47 W. Polk Street

Suite 100-211
Chicago, IL 60605
Phone:  800-368-2750 x 1635
Fax:      312-543-7069 

 

 
David McClellan     Representative: David McClellan

Calvert is a leader in Socially responsible investing and fixed income investing.  They have been in the mutual fund business for 25 years, managing approximately $7.5 billion in assets, across a wide investment line of 27 different equity and taxable and tax-free bond funds.

 

   
 
Dane Vest

Madison, WI

 

 

 

 

   
 
Nakoma Capital Management LLC
 

Nakoma Capital

525 Junction Road
Ste. 8600

Madison, WI  53717

Phone: 608-831-8814

 

 
Greg Schroeder    Representative:  Greg Schroeder
Nakoma Capital Management LLC is an SEC-registered investment adviser managing approximately $80 million in separate accounts, limited partnerships and a long/short equity mutual fund. The three investment strategies offered are long/short equity, long-only equity and a multi-strategy fund of funds. The two equity strategies employ the firm’s expectations investing approach, which has been utilized to manage long/short portfolios by the senior management team for more than 6 years. The fund of funds strategy offers diversified exposure to a wide range of relatively liquid alternative investment strategies.

 

   
 

 

Click the logo above for Financial Market Strategies, the economic newsletter authored by Wells Fargo chief economist, Dr. Song Won Sohn.

Wells Fargo Home Mortgage

7701 France Avenue South,
Suite 400
Edina, MN 55435

Phone:     952-844-1446

Toll Free:  866-217-5952 x1446

Fax:         866-889-3604

 

 

Representative: Nathan Evenson,
   Private Mortgage Banker

    Email

     Personal web site

 

Positive information is going to be published regarding the housing market and the suggestion that the end of the housing correction is near. We have witness several great deals that clients have contracted recently....especially on second homes. There could be a good opportunity to refinance clients risky ARM'S or current high interest rate mortgages that sat on the sidelines during the 03' refinance boom. With tax season upon us, please keep the home mortgage in mind when meeting with clients. Please let me know if I can be of any service.

 

   
 
 

SILVER PARTNERS

 
 

Mike Stanley
Vice President
Fiduciary Management, Inc.
  Fiduciary Management, Inc.

100 East Wisconsin Ave.

Suite 2200

Milwaukee, WI  53202

Phone:  414-226-4545

Fax:      262-522-7410

Fiduciary Management, Inc. (“FMI”) was founded in 1980 and is an independent money management firm based in Milwaukee, Wisconsin. We are registered with the SEC and the State of Wisconsin. The Firm manages over $3 billion in assets for institutions and individual investors through the FMI family of mutual funds.

The firm offers both equity and fixed income investment products which are firmly rooted in fundamental research and follow a disciplined value-oriented philosophy and process. Fiduciary Management is a firm with the energy and innovation of an entrepreneurial firm; and the stability and consistency that come with years of experience.

 

 
    Michael Best & Friedrich LLP
100 East Wisconsin Avenue
Suite 3300
Milwaukee, WI 53202-4108
414-271-6560
414-277-0656 (fax)
 

 

 

J. Bernard Fiedler, CTFA CFP®

Vice President, Manager

Wealth Management Services - Alliance Division

  Waukesha State Bank

100 Bank Street

P.O. Box 648

Waukesha, WI  53187-0648

Phone:  262-522-7400

Fax:      262-522-7410

Waukesha State Bank Wealth Management Services continues the bank's history of providing the highest quality service in a friendly manner at a reasonable price. They go beyond providing investment advice, offering comprehensive investment management services for various estate planning and business objectives. Through the use of different vehicles ranging from employee benefit plans, such as 401(k) plans to personal trusts (such as revocable living trusts), Wealth Management Services manages assets from the normal mix of stocks, bonds and mutual funds to more unique assets such as personal residences, commercial property, limited partnerships, annuities, life insurance policies and hedge funds.

 

We are a team of dedicated, long-term and experienced professionals that provide individualized and exceptional service … all within one local, community orientated bank. Since 1944, Waukesha State Bank has enjoyed steady growth by providing the best in financial services - with a focus on being friendly, efficient and having a vision for the future.