Operose Advisors
Overview
Operose Advisors is a Milwaukee-based private investment firm specializing in private equity, real estate, and venture capital investments across various industries and stages. The firm focuses on providing customized financial solutions to meet the unique needs of its clients, including individuals, families, trusts, and closely held businesses. Operose Advisors offers a range of services, such as investment advisory, outsourced family office, and alternative investments, all grounded in an institutional approach to wealth management. The firm's investment strategy emphasizes a patient and differentiated approach to selecting investments and allocating capital. This disciplined methodology allows Operose Advisors to understand each client's unique investment needs and risk tolerance, constructing portfolios based on desired outcomes, clear objectives, and liquidity requirements. The firm is committed to investment excellence, exceptional client service, and growth across all facets of its business. Operose Advisors was founded in 2017 and has since been dedicated to growing the wealth, knowledge, and professional networks of the clients it serves. The firm employs an institutional approach to wealth management, offering services such as investment policy development, asset class assessment, investment manager search and selection, portfolio construction, robust reporting, and accountability. Operose Advisors strives to help clients address complex investment and financial issues through customized solutions, presenting options through proper due diligence and thoughtful, straightforward advice.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Operose Advisors
What sectors does Operose Advisors invest in?
Operose Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Wisconsin, United States. Operose Advisors is listed as a private investment firm in the ConnectSafely investor database.
What stage does Operose Advisors invest at?
Operose Advisors backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Operose Advisors invest in?
Operose Advisors invests across United States.
What companies has Operose Advisors invested in?
Operose Advisors's portfolio includes Green Energy Solutions, Urban Living Properties, ABC Technologies, XYZ Healthcare and NextGen Retailers.
Last updated · Source: ConnectSafely investor database
