Investment Advisory Services

Investment Advisory Services are provided by our Registered Investment Advisor (RIA) - Wisconsin Investment Services, LLC. As an RIA we manage assets on a fee-based platform, which means we charge a percentage of assets under management. We do not sell products. We do not receive commissions. We are independent.

We manage three portfolios:

  • Aggressive Portfolio
  • Allocation Portfolio
  • Income Portfolio

If you would like further assistance, please contact us at: (262) 626-9000 or (877) 626-9001.

President/Owner - Jeffery L. Butler
Certified Trust & Financial Advisor

Investment Advisor - Michael F. Starshak

Office Manager - Tammy M. Becker

 

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Trust Wisconsin™ is a division of National Independent Trust Company (NITC)