Founded by nationally published investment advisor and financial planner Kirk Spano, Bluemound Asset Management, LLC is a fee-only Registered Investment Advisor located in Greater Milwaukee, Wisconsin.
Through experience, expertise and strategic relationships with various exceptional professionals, Bluemound offers access to high quality:
- Financial, Retirement and Estate Planning
- Investment Management
- Risk Management & Insurance
- Business & 401(k) Services
If you are looking for a great relationship with a trusted advisor who can help you reach the levels of financial freedom and peace of mind that you are seeking, please take the next step and read Bluemound's Mission Statement.
Focused On You
Kirk Spano limits the number of clients whom Bluemound Asset Management, LLC works with in order ensure that you get the level of attention and service that you deserve.
Whether for personal, family or business financial matters, please contact Mr. Spano directly to discuss your values, your goals and what you are looking for in a trusted advisor.
401(k) Sponsor Services
The Pension Protection Act has made 401(k) sponsorship more complex and dangerous for companies. In addition, many existing plans are expensive and ineffective.
Review your company's 401(k) with Bluemound's 401(k) Design and Fiduciary Consulting Services to learn how to reduce your company's risks and costs, as well as, improve participant investment outcomes.
Flat Fee Consulting
Many people prefer a simplified low-cost flat fee or hourly relationship with an advisor.
Bluemound has pioneered programs ideally suited for a myriad of your needs, including:
Investment Management
- Balanced Alternatives
- Fundamental Leaders
- Value Growth
- American Resources
- Retirement Income
Global scarcity issues, overwhelming sovereign debt and looming inflation have led Bluemound and its sub-advisors to develop the Balanced Alternatives Strategy. This core strategy is derived from the asset allocation ideas of Warren Buffett's mentor - Benjamin Graham. Balanced Alternatives is designed to preserve purchasing power, adjust for emerging risks and seek opportunistic growth.
Using a rigorous screening process we limit our universe of potential investments to "blue chip" companies that demonstrate a combination of financial strength, market leadership and honest management. We seek to buy stock at prices that offer a margin of safety and opportunity for growth.
Value Growth capitalizes on the high growth and value prices that smaller under-followed companies offer. This all-cap approach offers both capital appreciation and risk management for the longer term investor.
This strategy is designed to benefit from America's vast advantages in the resources necessary to sustain standard of living globally. As Kirk Spano discusses in his articles, upcoming book and at The American Resource Boom Letter, it is these advantages that will lead to America's next boom.
In this low interest rate environment and era of high economic uncertainty, earning a reliable income on your retirement portfolio and keeping up with long-term inflation has never been more difficult. Retirement Income is designed to manage risk and provide an income you can rely on.
