Ellenbecker Investment Group Hires Capital Market Consultants, LLC for Mutual Fund

Share Article

Capital Market Consultants, LLC (CMC) a Milwaukee-based investment consulting firm providing investment research and economic consulting to financial intermediaries has added Ellenbecker Investment Group, Inc. (EIG) to its growing list of clients.

Capital Market Consultants, LLC (CMC) a Milwaukee-based investment consulting firm providing investment research and economic consulting to financial intermediaries has added Ellenbecker Investment Group, Inc. (EIG) to its growing list of clients.

According to Karen Ellenbecker, President of EIG, "We are constantly looking for ways to help our clients; while we have always approached our business that way it has become even more important in the last six months. One of the areas of our business we wanted to try to strengthen this year was the research supporting buy and sell decisions on our mutual fund core holdings. As financial planners we wanted to redouble our efforts to understand our clients' needs and tolerance for risk. We decided to hire a research specialist to take over the ongoing due diligence on the funds we use to implement our asset allocation strategies. CMC was not only local to our firm but was able to structure a flexible arrangement that made sense for us and will help us accomplish this business objective for the year."

"'EIG is a great client for us. They are easy to work with, their needs are straightforward and they put their clients first. We were delighted to create a research relationship that could meet their needs and we look forward to a long lasting relationship as they grow." said Barry Mendelson, CIMA Managing Partner of CMC.

About Ellenbecker Investment Group
Ellenbecker Investment Group is a fee-based financial planning and investment firm based in Pewaukee, Wisconsin a western suburb of Milwaukee. EIG is committed to help their clients with their entire life planning not just their investments believing that all clients are unique and deserve a unique approach to servicing their needs.

About Capital Market Consultants, LLC
CMC is the leader in developing custom managed money business solutions for financial service organizations and intermediaries. With nearly fifty years of managed money experience, 100 combined years of high net worth investor experience and a unique set of team skills, credentialed staff and resources CMC is the partner of choice for firms striving to grow their third party investment management business.

If you would like more information about Ellenbecker Investment Group or to schedule an interview with Karen Ellenbecker, call (262) 691-3200.

Securities and advisory services offered through SII Investments, Inc.
Member FINRA/SIPC & a Registered Investment Advisor.

Ellenbecker Investment Group and SII Investments are separate companies.

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Lori Phillips

Karen Ellenbecker
Visit website