For clients with investment portfolios exceeding $250,000 we work closely with Steele Capital Management, Inc., a privately-owned firm in Dubuque, IA. The Steele family has been in financial services business since 1946 and today Steele Capital Management manages over $2 billion for both individuals and company sponsored retirement plans.
We are extremely fortunate to have such a quality money management firm within our reach. Jeff Richard and Richard Financial Resources are independent solicitors for Steele Capital Management and would be happy to provide you with their ADV Part 2 for further information about their services and our relationship with them.
Let us introduce you to the qualified team 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.