A dedicated team of local professionals will work with you to provide a financial strategy tailored to your unique needs. We offer a broad range of products and services in the areas of trusts, estates, and charitable giving. Our full-time staff has over 51 years of experience working through sometimes difficult situations with patience and persistence. Our experience varies from selling businesses and managing dairy farms, to moving furniture and shoveling sidewalks. As asset managers, we do what we need to do to protect your legacy. Click here to log-in to your account.
Trust & Estate Administration
Badger Investment Management offers comprehensive Trust and Estate services. We provide guidance, asset management, and execution of your wishes through:
- Estate planning and settlement
- Revocable and Irrevocable Trusts, and Trust Under Will
- Guardianships
- Conservatorships
Charitable Giving
Philanthropy may be an important aspect of your financial plan. Badger Investment Management ensures your charitable wishes are followed and that your legacy remains intact.
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Scholarships
- Foundations/Endowments
Bill Pay Services
- Payment of bills
- Cash flow management
Investment products are:
NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE