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Francis Investment Counsel is a trusted partner committed to your excellence, whose leadership is always conflict-free and in compliance with fiduciary best practices under ERISA. We are a SEC registered investment advisor delivering innovative investment consulting, and personalized employee educational services.




News

Kelli Send- UW Madison CFS Seminar | 5/15/2012
 
MILWAUKEE, May 10, 2012 – Kelli Send, CFP, M.Ed., and Senior Vice President at Francis Investment Counsel, participated in a recent webinar hosted by the Center for Financial Security at the University of Wisconsin-Madison. Ms. Send was asked to share her observations from nearly 20 years’ experience providing employee education and advice services.
New Fee Disclosure Rules | 3/27/2012
 
Milwaukee Journal Sentinel "401k Adviser" Column 3/25/12
It's Time to Go Global | 3/22/2012
 
"Today, while the developed world struggles to emerge from its deepest recession in 70 years, emerging market countries like China, India and Brazil are experiencing economic growth rates two to three times that of the United States."