Madison, WI 53711
In your initial consultation with Weinbach Investment Management, LLC, we will discuss your financial situation, life goals, and overall investment objectives. We then will incorporate our strategy to meet your personal investment objectives. This is an ongoing process because your objectives may change over time.
In designing your personalized portfolio, we use traditional investments, including stocks, bonds and cash equivalents. Where appropriate, we may recommend a broader array of investments, including inflation-linked and international bonds, developed and emerging market international stocks, real estate and commodities.
This strategy is designed to offer additional tax management flexibility and avoid fees associated with mutual fund management. Stocks are carefully selected for their profitability, income distribution, competitive position, growth and corporate governance.