Relationship Management (RM)
Service is Essential
Relationship Management consists of Client Relationship Management (CRM) and Expert Network Relationship Management (ENRM). This means forging in-depth, collaborative and consultative client relationships. We realize that no one can be an expert in everything; therefore, we will work closely with experts you already have on board as well as experts in our circle. Here we use the equation:
RM = CRM + ENRM
We know that consistent, high levels of service and courtesy are an inherent element of the obligation we undertake when we enter into a professional relationship. Our partnerships with the following individuals and institutions have met our strict standards of compatibility with our firm. We have conducted the necessary due diligence in order to include them as part of our advisory team. The priority is a first-class experience for our valued clients.
How can we handle all of those issues affecting a client’s financial life?
- We utilize a team approach to provide solutions to these complex problems
- We have a network of trusted advisors such as CPA's, Estate planning attorneys, mortgage specialists, etc. that partner with us to provide advice and services in the areas outside of our scope of expertise
- We are experts in investment management with an emphasis on bottom line costs
Aegis Circle of Experts
PREFERRED BROKERAGE AND CUSTODIAN SERVICES
Schwab Institutional
TD Ameritrade Institutional
INSTITUTIONAL MONEY MANAGEMENT
RESEARCH
Loring Ward Investment Committee
DFA Academic Research Team
Vanguard Advisor Services
TD Ameritrade Institutional: Dedicated Aegis Wealth Service Team
BLACKROCK
GOLDMAN SACHS
CEG Worldwide
LEGAL SERVICES
Davis & Kuelthau, Attorneys At Law
Charles G. Maris, JD
Phone: Direct (262) 792-2424
www.dkattorneys.com
The Schroeder Group, S.C., Attorneys At Law
Dino Antonopoulos
Phone: Direct (262)754-1330
Galanis, Pollack, Jacobs & Johnson, S.C.
John W. Galanis
Phone: (414)271-5400
ACCOUNTING SERVICES
Glenn A. Schrubbe, Certified Public Accountants
Elm Grove, WI
Phone: (262) 432-2400
Henricks and Associates, S.C.
Charles S. Henricks, CPA, MST
Delafield, WI
Phone: (262)646-4TAX
HEALTH INSURANCE & MEDICARE
The Assurance Group
Thomas Mauthe, General Manager
Phone: (414)336-9448
PROPERTY & CASUALTY
William Brown Insurance Services, Inc.
William K. Brown
Phone: (262)646-8252
COLLABORATIVE DIVORCE
Divorce Financial Solutions, LLC
Garrick G. Zielinski, CFP, CDFA
Phone: (414)294-4755
Becker, Hickey & Poster, S.C.
Megann M. Senfleben, Attorney At Law
Phone: (414)273-1414
TRUST SERVICES
Fiduciary Partners Independent Trust Services
Alan R. Blake CFP
Phone: (920)380-9960
SPECIAL NEEDS TRUSTS
First Capital Surety & Trust Company
Keith J. Chillquist
Phone: (800)521-2359
BUSINESS BANKING
The National Bank
George Justice, President
Phone: (262)317-6422
COMMERCIAL REAL ESTATE
The Dickman Company, Inc.
Dave Hazenfield, Vice-President
Phone: Direct (414) 278-6882
MARKETING, STRATEGIC PLANNING & PUBLIC RELATIONS
Harris Marketing Group
Denise Harris, Principal
Phone: (262)968-9008
CEMETERY & FUNERAL PRE-PLANNING
Wisconsin Memorial Park
Harry Stasinoulias, Pre-Planning Counselor
Phone: (262)961-4207
Direct: (414)394-4578
Email: hstasinoulias@stei.com
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