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Registered Investment Advisor    
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 All the content on this site is for information purposes only. Material presented is believed to be from reliable sources but we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with a professional advisor. Lotzer & Co., Inc.  is a Registered Investment Advisor in the State of Wisconsin. The authors, publisher and host are not providing legal, accounting or specific advice concerning your situation.
 
Inside Section 2
Individual | Business

Business Accounts

Profit Sharing, 401k, SEP-IRA, Simple IRA or Corporate Investment Accounts
If you have a retirement plan in place, do you wonder if it is right for you? If you don't have a retirement plan, do you want to start one.  With Lotzer & Co., Inc., using the custody services of Shareholders Service Group, you get some of the following:

bulletChoice of over 3,000 no-load mutual funds.
bulletCreating objectives and benchmark for performance.
bullet Low cost fee-based management fees.  No conflict of interests because you are the only paying client.  I do not receive any remuneration from Shareholders Service Group or any mutual fund company.
bulletA transition team can handle the establishment and transfer of your retirement plan.

Investment Management
Investment Management has one overriding objective - to achieve the long-term investment returns needed to achieve your personal and financial goals. 

As your Investment Advisor, I seek to achieve this objective while minimizing the degree of investment risk to which you're exposed. We follow a disciplined investment management approach that employs state-of-the-art research and tools to develop highly diversified investment portfolios. 

In designing and managing your investment portfolio, I may employ a variety of investment management tools including:

In designing and managing your investment portfolio, I may employ a variety of investments including:

bulletNo- load mutual funds.  Both active and passive funds.
bulletIndividual Securities.
bulletExchange traded index funds and similar instruments.
bulletReal estate securities like REITs (Real Estate Investment Trusts).

All investment management clients receive quarterly investment reports that are comprehensive, educational and to the point. Provided are  performance calculations over the last quarter, last year, last three years, and since inception. 

Since communication is vital to an effective working relationship, I provide regular commentary on the markets and economic trends. I will also meet with you regularly to discuss investment trends and your progress toward your personal and financial goals.

 

 

     
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