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Oarsman Blueprint (for emerging wealth):
Intelligent Portfolio Management

Oarsman Blueprint is an investment platform for emerging wealth – those individuals who are in the earlier stages of building their investment net worth.  Portfolios are developed and accessed via a digital platform and utilize portfolios of exchange traded funds.

 

An Investment Plan: Customized for You

After completing a simple questionnaire about your investing experience, timeline and risk tolerance, you will receive a recommended investment plan that’s tailored to your goals.

Automatic Rebalancing: Keeping You On Track

To keep you positioned to benefit from the potential growth in all the various asset classes, your portfolio is monitored and rebalanced so that it remains aligned with your recommended plan.

Your Portfolio: Diversified and Optimized

Your investment plan will feature a diversified portfolio made up of different kinds of investments across asset classes, industry sectors and geographies with the goal of maximizing returns for the risk level you are assuming.

Money Management: Intuitive and Efficient

You can easily transfer money in and out of your accounts with just a few clicks. Behind the scenes, our powerful technology determines an appropriate mix of securities to buy and sell.

Visit the Schwab Institutional Intelligent Portfolios website>>
Our Advisor Program Key is 39FH

Milwaukee Office
759 North Milwaukee St.  Suite 605
Milwaukee, WI 53202  |  414-221-0081
Door County Office
10350 North Orchard Rd.
Ephraim, WI 54211  |  920-854-9210
Madison Area Office
620 Water St.
Prairie du Sac, WI 53578  |  608-445-6762

Brookfield Office
13160 West Burleigh Rd.
Brookfield, WI 53005  |  262-783-0600
Fox Valley Office
4311 North Lightning Dr.
Appleton, WI 54913 |  920-738-3244

This website is for informational purposes only; it does not constitute a complete description of Oarsman Capital’s investment advisory services. The information contained herein does not constitute tax, legal or investment advice. Visitors should discuss the personal applicability of specific investment instruments, strategies and services with a professional advisor. Visitors will not be considered clients of Oarsman Capital, Inc. by virtue of access to this website.  Oarsman Capital, Inc., conducts business only in jurisdictions where registered, or where an applicable registration exemption or exclusion exists.  Information contained herein is not intended for persons in any jurisdiction where such use would be contrary to the laws or regulations of that jurisdiction, or which would subject Oarsman Capital to unintended registration requirements. Information throughout the site is obtained from sources we believe to be reliable, but we do not warrant or guarantee its timeliness or accuracy.  Information regarding historical investment results should not be interpreted as an indication of future performance.  Portfolio diversification (balance) cannot eliminate investment risk; a diversified investment strategy emphasizing high-quality securities can result in loss of principal.