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Should you be in need of long-term professional management of $500,000 or more, whether for a trust, charitable foundation, pension or profit sharing plan, retirement plan, IRA rollover, endowment or for your personal account, we would welcome the opportunity to discuss a conservative investment management strategy with you. Please contact us by phone (262-241-0331) or by email (click "send an email" below) to set up a meeting. We look forward to working with you.