David Hackworthy, Frank Gambino, CFA and Joe McNeil, CFP® discuss the origins of Isthmus Partners, LLC and how the firm has delivered strong returns and peace of mind to its clients since 2014. In future episodes, investment related topics and themes such as process and philosophy, financial planning and thought leadership will be discussed with various members of the Isthmus Partners team.
One South Pinckney Street, Suite 818
Madison, WI 53703
isthmuspartners@isthmuspartnersllc.com
608-729-0949
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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