Hello Bill,
The investment group that we have worked with for many years and are very pleased with is:
Strategic Capital Investment Advisors, Inc.
720 E. Butterfield Road, Suite 360
Lombard, IL 60148
Phone: 630-620-6500
Fax: 630-620-6501
http://strategiccap.net/contact
Our main contact is Dan Gross, CFA, Principal.
Good luck in your search!
Regards,
Renee Peters
Vice President & Chief Financial Officer
Association of Equipment Manufacturers (AEM)
America's future is in your hands. Take action at I Make America today!
6737 W. Washington St., Ste 2400
Milwaukee, WI 53214
T 414.298.4120
C 414.217.7232
F 414.272.1170
www.aem.org
Original Message------
Hi Bill. BCAW did not have an investment policy or financial advisor when I joined the association three years ago. Our "investments" were a mess and required bringing someone in who could really help me with this issue I faced my first year.
After an extensive search via an RFP process, we went with Roger Dalkin of Mutual of Omaha. Roger was a natural fit for BCAW for many reasons. The most important to our association and me as an executive director, was that he had been the CEO of a very large, multi-million dollar association and understood the landscape of the NFP world. Having been a CEO and a board member in his former industry, he also was comfortable and understood both sides of the board room table.
I would highly recommend him for consideration. Here is his contact information:
Roger Dalkin, Financial Advisor
Mutual of Omaha
11270 W. Park Place, Suite 980
Milwaukee, WI 53224
414-745-7187 Cell
414-359-1613 Office
roger.dalkin@mutualofomaha.com
Website: rogerdalkin.biz
Best wishes in your search!
Yvonne
--
Yvonne Bennett, CAE, SHRM-SCP
Executive Director
Bowling Centers Association of Wisconsin (BCAW)
21140 W Capitol Drive #5
Pewaukee, WI 53072
262-783-4292, ext. 101
Check us out at
www.bowlwi.com