Company Management

Operose Advisors

Investment Management 731 N Water St 20 employees DELIV

Employees: 20
Contacts: 4
Emails: 4
Phones: 2

operosepartners.com LinkedIn

Operose Advisors Overview

Headquarters: 731 N Water St
Website: operosepartners.com
Industry: Investment Management
Employees: 20
Founded: 2017
Stock Symbol: DELIV
Funding: ,
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investment Advisory Family Office Services Asset Allocation Investment Policy Development Investment Manager Selection Performance Reporting Best Practices Consulting Fiduciary Services Financial Planning Wealth Management Family Office Services

About Operose Advisors

Operose Advisors is dedicated to growing the Wealth, Knowledge and Professional Networks of the clients we serve. We employ an institutional approach to individuals, families and organizations with planning, execution and feedback of investment programs. This includes investment policy development, asset class assessment, investment manager search and selection, portfolio construction, robust reporting and accountability. Helping clients address complex investment and financial issues through customized solutions is our main goal. We strive to present options through proper due diligence and thoughtful, straightforward advice.

Operose Advisors Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 2; 50.0% coverage

Operose Advisors Org Chart

Sample employees and titles

Name	Title	Location	Contact
Nicholas Bauer, Cfa	Managing Partner at Operose Advisors	Milwaukee, Wisconsin, United States	Email Phone
Barbara Blickle	Operations Associate/operose Advisors	Racine, Wisconsin, United States	Email
Mandy Nowaczynski, Cpa	Director at Operose Advisors	New Berlin, Wisconsin, United States	Email
Ryan Schultz	Shareholder / Partner / Executive Vice	Greater Milwaukee, United States	Email Phone