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    TRUSTED FOR OUR OBJECTIVITY

    We believe in an unbiased,
    independent and objective investment
    approach based on time-tested
    financial principles.”

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    TRUSTED FOR OUR TEAMWORK

    Our team is unique because our
    approach utilizes our diverse expertise
    and insight within a collaborative
    investment model.”

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    TRUSTED PARTNERSHIPS

    We listen and work with you in a
    consultative approach to customize
    investment solutions to best meet your
    needs today, tomorrow and in the future.”

Jeremy R. Baier, CFA

Jeremy R. Baier, CFA | Partner

Jeremy-Baier

Senior Equity Analyst & Portfolio Manager

Jeremy Baier began his investment industry career in 2005 as an analyst with HGMR Investment Management. He is responsible for conducting equity research for the Large and Small Cap Core portfolios. Jeremy is a graduate of the University of Wisconsin-Madison with a bachelor’s degree in Finance, Investment and Banking and received his master’s degree in business administration through the Applied Securities Analysis Program (ASAP) at the University of Wisconsin-Madison School of Business. He has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Madison.