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Investment Management

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Be ready for tomorrow with help from Prairie Financial Group’s investment team. Whether you’re just starting out, or are more experienced, we can help you feel confident in your investment decisions.

Our dedicated team of investment professionals work directly with you to assess your goals and risk tolerance. Then, we create a custom investment policy statement and help choose the right investments for your needs. You’ll have access to an experienced portfolio manager to monitor your funds and manage the portfolio.

Simplify your investments. Build your savings.

We can guide you through the process of consolidating investment accounts you may have from previous employers or financial institutions. Options include:

  • Investment Management Agency Accounts
  • Individual Retirement Accounts (IRAs):
    - Traditional pre-tax
    - Roth after-tax
    - Beneficiary IRAs
  • Fee-only services
  • Institutional no-load mutual funds

You can choose to direct the investments, or we can manage the account for you. In either case, we are available to answer your questions and offer our honest guidance.

Learn more about our investment services. Connect with Prairie Financial Group. 

Call (262) 522-7400 or Toll-Free (855) 591-2950 or email

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Join us at our monthly CE Luncheon Series in our Community Room, located at 1227 Corporate Center Dr. in Oconomowoc. 

For details and to register, click here.

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