Investment Opportunities
Individual Investors
We manage market risk for high-net-worth individuals by implementing strategic asset allocation models and techniques. The asset allocation is responsible for more than 90% of variations in portfolio performance. Our process is geared around selecting the appropriate strategy and providing you with peace of mind.
Corporate Retirement Plans
Customized 401(k) and Defined Benefit retirement plan solutions constructed to support the specific needs and objectives of owners/plan sponsors – while helping employees define a clear path for a successful financial future.
The Denali Advantage
Realistic Portfolios
As DFA Fund Advisors, we build strong, low-cost portfolios based on disciplined, quantitative analysis, not Wall Street gimmicks.
Maximum Returns
After getting to know your goals, we combine low-cost fund investing with meticulous diversification and allocation for maximum returns.
No Dangling Carrots
“Beating the market” is a proven myth, often squandering earnings with high fees and commissions. We believe you deserve a wiser approach.
Navigate Your Financial Ascent with Denali Wealth Management
Denali is a Milwaukee based fee-only wealth management firm who serves individual investors, institutional investors, and company-sponsored retirement plans. We specialize in retirement planning and managing risk for high-net-worth individuals. Our experienced team of financial professionals is committed to putting your needs and goals first. With over 60 years of financial service experience our principals have a track record of strategically allocating assets into well diversified portfolios.
“The world would be so much better off if everyone fully understood the implications of the idea that markets work.”
– Rex Sinquefield, Co-founder of Dimensional Fund Advisors