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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
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GOLD PARTNERS |
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| Calvert Group
47 W.
Polk Street
Suite 100-211
Chicago, IL 60605
Phone: 800-368-2750 x 1635
Fax: 312-543-7069
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Representative:
David McClellan |
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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.
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| Dane Vest Madison, WI |
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| Nakoma Capital
525 Junction Road
Ste. 8600
Madison, WI 53717
Phone: 608-831-8814 |
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 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. |
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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
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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. |
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SILVER PARTNERS |
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Mike Stanley
Vice President
Fiduciary Management, Inc. |
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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.
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J.
Bernard Fiedler, CTFA CFP®
Vice President, Manager
Wealth Management Services - Alliance Division |
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Waukesha State Bank
100 Bank
Street
P.O. Box
648
Waukesha, WI 53187-0648
Phone:
262-522-7400
Fax:
262-522-7410 |
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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. |
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