MBE Wealth Management, LLC - Baraboo
Our investment committee meets on a quarterly basis to evaluate our model portfolio allocations and the securities within the models. We take a long-term view of the capital markets as opposed to trying to predict what may or may not happen in the next few months.
We realize that there is room in a portfolio for select active managers as well as core passive strategies. Our goal is to use the evidence cited in economic research to build portfolios that are effective in using both of these approaches.
As an independent Registered Investment Advisor, we have no affiliation with any specific investment firms. We do not allow for conflicts of interest that may impact our decision making.