Registered Investment Advisors
The Willms Group
a division of
Mequon, WI 53092

Welcome to The Willms Group

The Willms Group, a division of QUANT IX SOFTWARE, Inc., is a State of Wisconsin licensed and fee only registered investment advisory firm. Our experience as investment advisors, and as developers of a globally utilized investment management software program, provides us with the unique skills to help investors understand what they own, and what actions are needed to reach long-term goals.

Our services include:

Investment Record Keeping: many investors are too busy to keep accurate investment records. Unfortunately for many investors, this lack of organization often leads to poor investment decision making. The investment record keeping services offered by The Willms Group is designed to get you organized, helping you to understand what you own, while leading you to better investment decisions.
Investment Advisory: the investment advisory services offered by The Willms Group is designed for those investors seeking investment advice in addition to record keeping. Our years of investment experience, coupled with multiple sources of information, provide us with the tools and techniques to keep clients focused on long-term investment goals. We'll help you to build portfolios that match your risk tolerance, while focusing on your long-term investment goals. The hourly consulting we provide includes portfolio analysis, security selection and retirement account reviews on an 'as-needed' basis.
Portfolio Management: available for investment accounts with values of $500,000 or more in assets, our active portfolio management service will take over the day-to-day management of your investment portfolio. As part of this service, The Willms Group will provide portfolio design, construction, and implementation based on your investment goals and risk tolerance.

Call us today for more information or to schedule a personal appointment.

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