Grant
Koehler &
Levin LTD
registered investment advisors
Our Mission
About Us
The Partners
Bloomberg Rankings
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PICI Customer Information Brochure
About Us About Us $127 million under management 171 clients under management Average account size $744,000 Average client's age 58 Services Financial planning Setting long term financial goals Money management Retirement planning (401K's, IRA's, etc.) Investment Philosophy Value oriented Risk averse Emotionless Disciplined
About Us $127 million under management 171 clients under management Average account size $744,000 Average client's age 58 Services Financial planning Setting long term financial goals Money management Retirement planning (401K's, IRA's, etc.) Investment Philosophy Value oriented Risk averse Emotionless Disciplined
$127 million under management
171 clients under management
Average account size $744,000
Average client's age 58
Services
Financial planning
Setting long term financial goals
Money management
Retirement planning (401K's, IRA's, etc.)
Investment
Philosophy
Value oriented
Risk averse
Emotionless
Disciplined
Securities Offered through:
Polar Investment
Counsel, Inc.
Member: FINRA, NFA, MSRB, SIPC
Home Office: Thief River Falls MN
www.polarinvest1.com
OUR MISSION w ABOUT US w THE PARTNERS w BLOOMBERG RANKINGS MILWAUKEE MAGAZINE w THE PRESS ROOM w OPTIONS PRESENTATION w NEWSLETTER RELATED ENTITIES w ACCOUNT ACCESS w CONTACT US w GKL ADV PART II
OUR MISSION w ABOUT US w THE PARTNERS w BLOOMBERG RANKINGS
MILWAUKEE MAGAZINE w THE PRESS ROOM w OPTIONS PRESENTATION w NEWSLETTER
RELATED ENTITIES w ACCOUNT ACCESS w CONTACT US w GKL ADV PART II
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