Mader & Shannon Wealth Management Employee Directory

Investment ManagementMissouri, United States11-50 Employees

ASSET MANAGEMENT

MSWM is committed to meeting client objectives of achieving yield and growth with as little risk as possible while minimizing transaction costs and taxes.

Asset Management services are provided as a percent of the money we manage. We do not participate in commissions from trading. Referrals from existing clients, as well as from their CPAs, Tax Attorneys, and Estate Planning Attorneys provide our main source of new clients.

As a rule, we do not use Mutual Funds or any other investment vehicle that we deem as having excessive fees. If we can get better performance from a security with fewer fees it translates into a better value to our clients.

FINANCIAL PLANNING

Retaining an independent financial professional is as important for planning as it is for asset management. MSWM has no commitment to any product or service that will in any way conflict with the best interests of our clients. Our services are designed to offer objective advice and set reasonable expectations. We take the time to educate clients on suitable financial solutions, carefully exploring risk and performance expectations.

Comprehensive financial planning involves much more than retirement planning. Since our inception we have established a large support network of the finest Estate Planning and Tax Attorneys, CPA's and other industry professionals to offer complete wealth management for our clients. We are accustomed to serving on planning teams with such affiliated professionals.

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