For clients with investment portfolios exceeding $100,000 we work closely with Steele Capital Management, Inc., a privately owned firm in Dubuque, Iowa. The Steele family has been in the financial services business since 1946 and today Steele Capital Management manages over $1 billion for both individuals and company-sponsored retirement plans. For the past four years, Steele has been ranked by Barron's as one of the Top 100 Independent Advisors in the country.
We are extremely fortunate to have such a quality money management firm within our reach. Let us introduce you to the qualified experts at Steele Capital Management today to review your investment portfolio.
Jeff T. Richard is not, nor is he to be deemed, an agent or employee of the Steele Capital Management, Inc.