Investment Management & Monitoring
John F. Suby Wealth Management, LLC
Registered Investment Adviser
To provide active, prudent management of our clients’ investment portfolios, John F. Suby Wealth Management has chosen two highly qualified, deeply experienced firms – one Waukesha-based and the other Chicago-based. We have selected these fund-management companies through thorough and ongoing research into their performance. We chose them only after we were satisfied that these firms share The Suby Group’s client-centered philosophy and emphasis on establishing a relationship of trust with the client.
Both of these trusted firms actively manage portfolios to maximize performance and manage risk in ways that match each client’s investment philosophy, goals, direction and life-stage. Through The Suby Group website, our clients are offered secure, private online access at any time to their portfolios under management
On an on-going basis, the professionals of The Suby Group monitor the performance of our clients’ portfolios and the fund managers at the companies entrusted with those investments. To ensure we can make prompt decisions in our clients’ best interest, John F. Suby Wealth Management establishes with clients the discretionary authority to switch investment managers for a portfolio, if we deem that action necessary. To help us better represent our wealth management clients' investment interests, five Suby professionals are registered as Investment Adviser Representatives.