Poehling Capital Management is a Registered Investment Advisory (RIA) firm. As a fiduciary, we are beholden to the best interests of our clients, not to a brokerage house or outside entity. Individuals and families rely on us to serve as a trusted advisor.
Our expertise covers the spectrum of financial planning, estate planning and investment management. We are an alternative to Wall Street-based firms. Our foundations are built upon integrity, independence and personal attention.
Your goals in life, whether it’s enjoying a comfortable retirement, being able to help fund the education of your children and grandchildren or ensuring a stable financial future for those most dear to you, depend on strategic financial planning.
You have worked hard to accumulate your wealth, and careful estate planning is critical to preserving it. We will work with you to identify risk exposures before they occur, and will make recommendations to address their potential negative effects on your wealth. We will listen intently to your wishes regarding how you’d like to handle your assets upon death or disability. For no charge, we will assist your family upon death, to navigate this often-difficult process. We are grateful to work with the best estate planning attorneys in the country. We advocate on your behalf with legal counsel to minimize expenses.
We are value investors with a proficiency in security analysis and commitment to extensive independent research. This is unique in our industry. Our approach is centered around risk management and relentless attention to cost and tax efficiencies. Essential to the process is an open dialogue with each client concerning their investment needs, objectives and expectations. Clients receive Quarterly Reports that detail investment performance. You will never receive a bill; your investment management fees are deducted quarterly from your account.
Please reach out, anytime!
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所属行业
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金融服务
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规模
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2-10 人
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总部
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Madison，WI
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类型
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私人持股
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创立
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2004
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领域
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Investment Management、Financial Planning、Estate Planning、Investment Research、Client Educator、Registered Investment Advisor和Client Advocate
