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