Investment services in Milwaukee, WI

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Morgan Stanley Smith Barney LLC, is one of the industry's leading global wealth management firms. Based in Milwaukee, Wis., it provides a wide range of investment banking, securities, investment management and wealth management services. The firm serves its clients worldwide, including corporations, governments, institutions and individuals from more than 1,300 offices in 42 countries. Some of its clients include Telefonica, Henderson Global Investors and Wolfson Microelectronics. Morgan Stanley Smith Barney LLC, is a member of Securities Investor Protection Corporation (SIPC).

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Here at Atkinson Investment Group LLC we specialize in residential and commercial real estate investing and development.

With an "invest, build and hold" strategy, PS Capital Partners seeks investments in manufacturing and processing businesses in the Upper Midwest with revenues of $10 to $50 million. Paul Stewart and Paul Sweeney founded PS Capital Partners in 2001 with the belief that this segment of the market is generally underserved by private equity investors and that it aligns best with their approach to investing. The firm's two principals have extensive backgrounds in private equity investing, beginning in 1985 for Paul Stewart and 1988 for Paul Sweeney. Paul and Paul have been partners in private equity investing since 1990, and possess diversified backgrounds and experiences that enable them to actively source, quickly assess, reach mutually acceptable terms and close investments. Through their years of experience in working with various management teams, Paul and Paul understand the challenges and opportunities a management team faces in the day-to-day effort to build a business. Supporting their approach for private equity investing is a stable of loyal investors, comprising PS Capital Partners' Investor Network. These individuals understand and share their vision for long-term investment. Having the flexibility to invest and hold affords PS Capital Partners with the patience to partner with management teams for the long-term success of the business.