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
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Frequently asked questions about Ellenbecker Investment Group
What sectors does Ellenbecker Investment Group invest in?
Ellenbecker Investment Group invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Pewaukee, Wisconsin, United States. Ellenbecker Investment Group is listed as a private investment firm in the ConnectSafely investor database.
What stage does Ellenbecker Investment Group invest at?
Ellenbecker Investment Group backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Ellenbecker Investment Group invest in?
Ellenbecker Investment Group invests across United States.
Who are the partners at Ellenbecker Investment Group?
Team members listed for Ellenbecker Investment Group include Karen Ellenbecker (Founder).
What companies has Ellenbecker Investment Group invested in?
Ellenbecker Investment Group's portfolio includes Urban Living Properties, Consumer Goods Co., Financial Services Group, Telecom Networks Inc., Global Tech Solutions, HealthFirst Medical, ABC Corporation and XYZ Enterprises.
How do I contact Ellenbecker Investment Group?
Ellenbecker Investment Group's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
