Johnson Bank

Money Directory

Published October 29, 2012

333 E. Wisconsin Ave.

Milwaukee, WI, 53202

Primary Contact: Michael Cox

(414) 287-6450

Website: www.johnsonbank.com

Year Founded: 1970

Primary market served: Individuals

Secondary market served: Privately held Companies

Primary category of service: Wealth Management

Other services provided: Banking
Deferred Compensation Plans
Estate Planning
Financial Planning
Insurance
Investments
Long Term Care
Lump Sum Distribution
Private Banking
Trust Service
Wealth Management
401K Plans
403B Rollovers

Quantity of team members: N/A

Total number of professionals on staff: N/A

Total number of customers: N/A

General Business Description: As a privately held, Wisconsin based business, our decisions are made with our customers’ short and long-term financial goals in mind, not to build up our quarterly earnings.

Most typical fee structure: Percentage of assets under management

Total assets under management: $5 to $9.9 billion

Net worth of typical client/family/business: $1 to $4.9 million

Minimum investment required: $500,000 to $999,999

Typical age of your clients: 55 or Over

Primary industry: Business Service

Secondary industry: Manufacturing

For business customers, typical size in total number of employees: 50 to 99

For business customers, typical size in total annual sales: $5 to $19.9 million

Other services provided: 401K
SEP
IRA

Investment philosophy: Our investment philosophy is rooted in analyzing asset classes as they move in and out of favor based on economic cycles. Since out-performance is never permanent, we believe in diversification among asset classes, money managers and investment style

Management of customer portfolios: External money managers only