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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.”

Sara S. Trachte

Sara S. Trachte

Sara S. Trachte

Director of Marketing & Strategic Initiatives

Sara Trachte began her career in the financial services industry in 2000. Previously, Sara was a Relationship Manager at Wells Capital Management (WellsCap) focused on providing client service to the firm’s institutional fixed income clients. Prior to joining WellsCap in 2005, she was a member of the fixed income client service team at Strong Capital Management. Sara is responsible for managing the firm’s marketing and special project initiatives. Sara also serves as the primary client service professional for institutional clients. She graduated with distinction from the University of Wisconsin-Madison having earned a bachelor’s degree in Psychology. She received her master’s degree in business administration from Marquette University.