We believe in an unbiased,
independent and objective investment
approach based on time-tested
financial principles.”
Our team is unique because our
approach utilizes our diverse expertise
and insight within a collaborative
investment model.”
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 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.
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Registration with the SEC or state regulatory authority does not imply a certain level of skill or expertise.
Additional information about Isthmus Partners, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov.
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