Investment Solutions

We're here to listen.

Let's discuss developing an investment portfolio that allows you to rest easy.

We have years of experience, time-tested beliefs and processes. We’ve invested in technology to bring next-generation investment management to you.

1. Portfolio analysis

  • We review and analyze your current portfolio to determine your costs and allocation

2. Risk assessment

  • We help you establish your risk tolerance and capacity, using guided discussions and unique tools

3. Analysis and plan integration

  • We evaluate whether your current portfolio matches your risk tolerance, goals, tax circumstances, cost expectations and plan objectives

4. Recommendation

  • We build an investment policy and prospective portfolio that meets your needs

5. Review and implementation

  • We will position your portfolio using our disciplined investment process and take into consideration asset allocation and selection, alternative investment strategies, tax budgeting and management, systematic rebalancing and cost awareness.

6. Monitoring, review, and communication

  • We provide account aggregation, management, and comprehensive reporting. All together in one place.

HOW CAN WE HELP?

Illo At Table Colored

Tell us. We'll listen.

Resonant Capital Advisors

33 East Main Street
Suite 440
Madison, WI 53703

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Important Consumer Disclosure

Resonant Capital Advisors, LLC (“RCA”) is an SEC registered investment adviser with its principal place of business in Madison, Wisconsin. RCA and its representatives are in compliance with the current registration and notice filing requirements imposed on SEC registered investment advisers by those states in which RCA maintains clients. RCA may only transact business in those states in which it is registered, notice filed, or qualifies for an exemption or exclusion from registration or notice filing requirements. RCA’s website is limited to the dissemination of general information regarding its investment advisory services to United States residences residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of RCA’s website should not be construed by any consumer and/or prospective client as RCA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Furthermore, information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized investment advice from RCA. Any subsequent, direct communication by RCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of RCA, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov. A copy of RCA’s current written disclosure statement discussing RCA’s business operations, services, and fees is available from RCA upon written request. RCA does not make any representations as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to on RCA’s website or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only and all users thereof should be guided accordingly.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.