Wisconsin Investment Series Cooperative - Milwaukee, Wisconsin

For individuals and organizations seeking expert investment services, Wisconsin Investment Series Cooperative presents a noteworthy option. Located in the heart of Milwaukee, Wisconsin, at 770 N Jefferson St #200, this cooperative offers a focused approach to financial planning and investment management. Contact them directly at 800-783-4273 or visit their website at investwisc.com to learn more.

Overview of Wisconsin Investment Series Cooperative

Wisconsin Investment Series Cooperative distinguishes itself as a specialized investment service provider. Unlike broader financial institutions, they concentrate their expertise on delivering tailored investment strategies. The cooperative structure suggests a commitment to member ownership and potentially a more client-centric approach than traditional firms. They cater to a diverse clientele, offering solutions ranging from individual retirement planning to portfolio management for smaller businesses. The cooperative model typically emphasizes shared decision-making and aligning the firm's interests with those of its members, which can translate to a greater focus on client outcomes.

Location and Accessibility

The cooperative’s physical address is 770 N Jefferson St #200, Milwaukee, WI 53202. It is crucial to note that the facility offers wheelchair accessible entrance and wheelchair accessible parking lot, demonstrating a commitment to inclusivity and accommodating individuals with mobility challenges. This accessibility feature is a significant benefit for clients who value ease of access.

Specialties and Services

Wisconsin Investment Series Cooperative’s core competency lies in providing comprehensive investment services. While detailed service offerings might require direct inquiry, they generally encompass:

• Portfolio Management: Constructing and managing investment portfolios based on individual client risk tolerance and financial goals.
• Retirement Planning: Developing strategies to help clients accumulate and manage assets for retirement.
• Financial Planning: Offering broader financial guidance, including budgeting, tax planning, and estate planning considerations.
• Investment Education: Providing clients with the knowledge and understanding necessary to make informed investment decisions.
• Specific Investment Products (Potentially): Depending on their licensing and capabilities, they may offer access to various investment vehicles such as mutual funds, ETFs, and potentially individual securities.

It's recommended that potential clients contact the cooperative directly to obtain a detailed breakdown of their specific service offerings and fee structure.

Client Feedback and Reputation

Currently, Wisconsin Investment Series Cooperative has 0 reviews on Google My Business, indicating a limited public record of client feedback. This lack of reviews presents a challenge for prospective clients seeking social proof and insights into the firm’s customer service and investment performance. However, the absence of reviews doesn't automatically imply a negative experience; it may simply reflect a relatively new firm or a deliberate strategy to focus on building a strong internal reputation.

Average Opinion: 0/5

The average opinion score of 0/5 underscores the need for prospective clients to conduct thorough due diligence. Without readily available client testimonials, it’s essential to engage in direct conversations with representatives, request references, and carefully examine the firm’s background and regulatory compliance.

Key Considerations for Potential Clients

• Limited Reviews: The lack of online reviews necessitates a proactive approach to gathering client feedback.
• Cooperative Structure: The cooperative model warrants investigation to understand the firm’s governance and potential alignment of interests with client goals.
• Specific Service Details: Contacting the firm directly is crucial to clarify the scope of services offered and associated fees.
• Regulatory Compliance: Verifying the firm’s registration and licensing with relevant regulatory bodies (e.g., SEC, state securities regulators) is a fundamental step.
• Investment Philosophy: Understanding the cooperative’s investment philosophy and approach to risk management is paramount.

Wisconsin Investment Series Cooperative represents a specialized entity within the investment landscape. Their location in Milwaukee, combined with their focus on client-centric service within a cooperative framework, positions them as a potentially valuable resource for those seeking tailored financial guidance. However, the absence of readily available client feedback emphasizes the importance of conducting thorough research and engaging in direct communication before entrusting them with investment assets. Further investigation into their regulatory status and specific service offerings is strongly recommended.

Contact Information:

Address: 770 N Jefferson St #200, Milwaukee, WI 53202

Phone: 800-783-4273

Website: investwisc.com