Mark Scheffler

Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades.

Functions as a College/University

Appleton Group focuses on the task of producing meaningful investment returns over time while simultaneously managing the risk of significant declines along the way. The firm manages their risk-managed and flexible elements of their age-based hybrid strategies using clearTREND, the firm’s trend-following methodology.

Chamber of Commerce

JFG uses a variety of quantitative and research-based approaches. The firm generally employs a total return approach to portfolio management and incorporates the client's unique situation, risk tolerance, and needs for income and liquidity. Portfolios will potentially include domestic and foreign equities, fixed income securities, CD's and options, mutual funds, separately managed accounts, ETFs, alternative investments and private placements, depending on client consent and comfort level.