Kramer Investment Services, LLC, a state registered investment advisor, serving Lake Geneva, Wisconsin and surrounding communities, provides financial planning and asset management. Kramer Investment Services, LLC provides investors custom-tailored investment strategies to meet short and long-term needs.
We provide full transparency in the form of separately managed accounts. Our goal at Kramer Investment Services, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence.
We provide full transparency in the form of separately managed accounts. Our goal at Kramer Investment Services, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence.
Services
Kramer Investment Services, LLC offers professional money management through various third-party money managers. GI ls an SEC registered investment advisor firm offering clients over 20 proprietary portfolios. The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MBA; Senior Portfolio Manager, Michael Binger, CFA; and Senior Investment Analyst, Mariann Montagne, CFA.
Our firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients' wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients' financial picture in a coordinated effort to provide for financial clarity and multigenerational wealth.
At Kramer Investment Services, LLC, we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients' investment goals, desired return objectives, risk tolerance, time horizon and income needs.
We offer effective Insurance solutions designed to meet a variety of objectives: Fixed Annuities* and Fixed Indexed Annuities*: retirement plans with advantages that include lifetime income, guaranteed returns, and safety. Life Insurance: designed for estate planning purposes offering tax advantaged death and living benefits including long-term care expenses.
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a reliable and long-term retirement and download your complimentary Retirement Income Toolkit. Your Retirement Income Toolkit provides you with information to help make sound decisions and build a retirement on a solid foundation that will stand the test of time.
Reviews (1)
Dan Mueller
Jun 28, 2019
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We have been using Kramer Investment Services for several years. Jim's team is great to work with and make you feel your future is in good hands. They have grown and also have an office in Illinois. Jim listens intently to what you say and explains everything in a way that is easy to understand. Whenever I have wanted info on anything they have been "Johnny on the spot". When times have been turbulent, Jim has advised what to do. These people are like caring family to us.
