Edward Jones - Financial Advisor: Michael A Schuldt, CFP®

Investment Experience Matters.Michael J. Butkus & Company is a registered investment advisory firm in Omaha, NE. Our company was formed in 1997 by owner and Omaha native, Mike Butkus, who been in the investment business for over 30 years. We manage investment portfolios for individuals, retirement plans and trusts. Because we are a small firm, you will receive the personal attention you deserve.We do our own research, make our own single-minded conclusions and are heavily oriented towards managing portfolios of individual stocks. We will custom build a well-diversified portfolio and continuously manage it for you. Portfolios can be configured to produce regular income for you in your retirement.Why should you choose Michael J. Butkus & Company? We are here to serve individuals like you and to manage their retirement assets. We are medium- to long-term investors. We are extremely price sensitive, conservative and no-nonsense. We feel that the number one criteria for investing successfully must be a focus on risk, not reward. Clients are charged fees quarterly. There are no commissions.Positive results are not guaranteed. However, it is our central thesis that ignoring the negatives when choosing an investment will inevitably result in poor long-term investment performance. Note the words "long term. There will be losses in individual stocks in portfolios and down years overall. But if we were picking stocks on a desert island and could only choose a singular focuswinning or not losingwe would choose not losing.Michael J. Butkus & Company does business as a discretionary/fee-only advisor. This means that clients complete an investment policy questionnaire, and we manage accounts using these "marching orders" but without investment-by-investment involvement from clients. Clients have real-time access to their accounts from the brokerage firm at which their portfolios are held. We charge a fee based on the amount of assets under manageme...

With a cumulative 900 years in the money business, our financial advisors and staff are rich in talent and experience. We have experts that are fully equipped to develop a comprehensive financial strategy for you or your business. Our cross-discipline team takes an integrated approach to get a 360 degree view of your entire financial landscape. We consider all facets of your life and establish the right financial strategy for you with customized strategies that are designed to meet your unique needs. Our services include: investment strategies, retirement strategies, estate planning, life insurance, disability insurance, long term care insurance, corporate financial services, group benefits, and more.

Morey-Voorhees Financial Services uses the vast resources of Raymond James Financial Services to utilize specific tools necessary to create a customized investment strategy and management process. Our approach to investing is deeply researched, closely monitored, and driven by an individually designed investment policy that is structured for you. Our services include asset allocation, asset management, estate planning, financial planning, mutual fund, retirement planning, college planning, goal planning, and more! Call us today for more information.