Investment and Tax Strategies, Inc.
For nearly 17 years, our founders have provided our clients with excellence in investment management, as well as financial, tax, and estate planning advice and services .We specialize in retirement accounts and currently manage nearly $50,000,000 in investor assets. Our clients consist of individuals, trusts, estates, and small companies. |
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http://www.its-money.com/newsite2/aboutus.htm
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Products & Services:
As an independent firm, we are able to quickly adapt to changes in the market and have the ability to use virtually any investment. As primarily fee-based advisors, we can quickly alter our client portfolios to change with current conditions without generating commissions. We use both fundamental and technical analysis, and engage both classical and innovative investment strategies. We like to consider our approach the "perfect blend of statistical analysis and common sense." |
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Additional Information:
Investment & Tax Strategies, Inc., (ITS) was founded to provide middle to high net worth customers with the caliber of service and expertise lacking in most advisory firms. With computerization, globalization, regulatory changes, and the advent of hedge funds, the investing game has changed dramatically and will continue to do so. Too many investors have advisors using outdated models and static portfolios that cannot be quickly altered as needed. |
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More Products & Services:
Coming soon... |
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Business Information:
Colorado (OSJ)
Jamie Ellis - 720-540-7268
Wisconsin Branch
Kevin Polheber - 262-295-8555 |
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Hours of Operation:
If you have any questions feel free to give us a call to our toll-free number 1-888-330-4773 |
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Payment Options:
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