Advisors Management Group, Inc. was organized in 1988 as a Registered Investment Advisory firm and serves clients through several offices in Wisconsin, including La Crosse, Eau Claire, Green Bay, and Fond du Lac.
 
The company follows a disciplined strategy based on the scientific foundation of Modern Portfolio Theory developed by Harry Markowitz in 1952.  William Sharpe later expanded this theory and in 1990 its creators won the Nobel Prize in Economic Science.

Modern Portfolio Theory is based on strategic diversification of investments across several different asset classes.  Appropriate diversification among assets classes and market sectors provide investors with more consistent returns over time.

The company also provides financial planning, accounting, tax planning, and tax preparation for individuals and small businesses.  The combination of these services provides maximum performance from our clients’ personal and business assets.

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