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 AdvisorMutual of Omaha11270 W. Park Place, Suite 980Milwaukee, WI 53224414-745-7187 Cell414-359-1613 Officeroger.firstname.lastname@example.orgWebsite: rogerdalkin.bizBest wishes in your search!Yvonne
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
Our main contact is Dan Gross, CFA, Principal.
Good luck in your search!
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