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Lotzer & Co., Inc. |
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Registered Investment Advisor |
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Lotzer & Co., Inc. is a fee-based investment portfolio manager run by me, Patrick K. Lotzer. I don't sell products - I provide a service. As a fee-only advisor, I don't depend on commissions from sales. My fees grow only when your assets, under my management, grow.
The Purpose of this Website
I have created this website primarily to help my clients help themselves
while others who are interested in my services can use this website, also.
I tend to focus my practice on Investment Management, but I am more than
willing and eager to help my clients with financial planning, estate
planning etc. My goal is to help my
clients achieve their objectives in a manner that fits themselves
because each client has different goals and objectives. Following is
a short description of what you will find on the other pages of this
website.
What you will find at the
Client Center
Here are items that are primarily for my clients benefit. Although,
if you want to become a client, you will need to familiarize yourself with
the questionnaires and worksheets there.
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A link to the Shareholder Service Group client website. |
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A Client Questionnaire that helps clients prioritize goals. |
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An Expense Worksheet to learn your spending habits. |
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Often used forms from Shareholders Service Group. |
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Short list of Accountants, Attorneys and Insurance People. |
What you will find at the
Info Center
Here are items that will benefit all people. I have created links to
many sites that I have found useful. Maybe they help you, it's your
decision.
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Links to Asset Allocation pages. |
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Links to Mortgage Calculators. |
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Links to Savings Calculators. |
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Links to frequently used financial websites. |
Please note that I have put these links at the Info Center for all to use as you may see fit for your own circumstance. I make no endorsement that the information you find at these links is my advise. If you are here on your own, you can decide whether the information is appropriate for your situation.
What you will find at the
About Us page
Here you will find information about me and the business.
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Resume' of Patrick K. Lotzer. |
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Form ADV Part II of Lotzer & Co., Inc. |
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Link to the WebIARD, a central registry for Investment Advisors. |
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Description of Services offered for Individuals and Businesses. |
Patrick K. Lotzer
Lotzer & Co., Inc.
9240 N Sleepy Hollow Lane
Bayside, WI 53217
414-347-1060