Ellenbecker Investment Group

Overview

Ellenbecker Investment Group (EIG) is a family-owned financial advisory firm based in Wisconsin, offering comprehensive financial planning and investment services. Founded in 1996, EIG provides personalized financial planning, estate planning, and investment services to individuals, families, and corporations. The firm manages assets across various classes, including fixed income, equity, real estate, commodities, hedge funds, private equity, and venture capital. EIG's investment approach spans multiple stages, from seed and early-stage investments to growth, late-stage, pre-IPO, buyout, turnaround, and distressed situations. The firm's geographical focus is primarily within the United States, with investments across diverse industries such as financial services, real estate, healthcare, technology, consumer goods, energy, utilities, telecommunications, materials, industrials, consumer services, healthcare equipment and services, financials, information technology, and consumer durables. EIG's investment sizes range from $1 million to $50 million, catering to a wide spectrum of investment opportunities. The firm's philosophy centers on a whole-person approach, supporting clients' financial, personal, and social well-being through personalized guidance. EIG works best with long-term clients who desire a lifetime of investing and is committed to providing what it takes to make that happen. The firm has been recognized with an A+ Better Business Bureau (BBB) rating and is the only financial advisory firm to have received three BBB Torch Awards for Ethics & Integrity (2005, 2010, 2016).

Investment Focus

• Preference for long-term clients seeking a lifetime of investing
• Commitment to ethical standards and fiduciary responsibility

Portfolio Companies