Investment Management

Investment Management
Services in La Crosse, WI

When you choose investment management services through Emerj360, a division of Trust Point, you can rest assured that your investments are being managed by a dedicated and experienced team - the Trust Point Investment Team. With over a century of experience, Trust Point has proven investment strategies to align with your risk tolerance and goals. Say goodbye to robo advisors and hello to local experts who are here to help you.

Why Invest with Emerj360?

In addition to our team who is ready to answer your investing questions, our investment management services encompass several aspects to ensure your portfolio aligns with your overall financial plan and goals.

  • Portfolio Construction & Monitoring
  • Active Portfolio Management
  • Low-Cost ETF Portfolios
  • All Cash Portfolio Option
  • Environmental Social Governance (ESG) Solutions
  • Tax-Loss Harvesting

Risk Management

Understanding your risk tolerance is key to choosing an investment portfolio tailored for you. As part of Emerj360’s investment management, you will complete a Risk Profile Questionnaire designed to help determine your risk profile. The questions address key factors to be considered for your investment strategy, including your individual goals, how much risk you are comfortable with, and how long you have to invest for retirement purposes.

Active Portfolio Management

Emerj360’s investment management services include active portfolio management to allow for more flexibility to adjust to the market and take an active approach to risk management.

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Take Control of Your Investments

Ready to align your investments with your financial goals? Partner with our expert team for personalized investment management that puts your needs first. Schedule a meeting today to start building a portfolio that works for you.

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