109 Third Avenue
Baraboo, WI 53913
Phone: 608-356-7449
Fax: 608-356-3044
Cell: 608-393-7040

2838 New Pinery Road
Portage, WI 53901
Phone: 608-742-0940

130 Viking Dr.
Reedsburg, WI 53959
Phone: 608-524-5300
Contact Us

Map & Directions

Securities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

• NOT FDIC Insured
• NOT GUARANTEED by the bank
• Subject to risk and may lose value
• Not a deposit
• Not insured by any government agency
• Raymond James is not affiliated with the financial institution or the investment center

Asset Management

Raymond James offers full-service asset management for clients who prefer to utilize the skills and expertise of professional money managers.

Asset Management Services – Personal asset management of individual portfolios by professional asset managers is now available to most investors. The advantages are that the manager understands the objectives of the investor and focuses all of his or her working day on the selection of investments for and the subsequent monitoring of client portfolios.

Eagle Asset Management – Eagle Asset Management provides institutional and individual investors with a broad array of separately managed account and mutual fund products designed to meet long-term goals. Founded in 1976, Eagle was built on the cornerstones of intelligence, experience and conviction that we believe clients expect from their investment managers.

Eagle Boston Investment Management – Eagle Boston Investment Management - specializes in small-capitalization investment management and currently manages in excess of $700 million for institutions and high-net-worth individuals. Organized in April 1992, Eagle Boston is a wholly owned subsidiary of Eagle Asset Management.

Freedom Account – The Raymond James Freedom Account makes choosing your portfolio strategy easy. Our comprehensive, four-step process helps match your unique goals and risk tolerance with an asset allocation model that’s right for you; from capital protection to asset growth.