InvestorsBank
Money Directory
Published October 29, 2012
W239 N1700 Busse Road
Waukesha, WI, 53188-1160
Primary Contact: Richard Hensley
(262) 523-1000
Website: www.investorsbank.com
Year Founded: 1996
Primary market served: Privately held companies
Secondary market served: Individuals
Primary category of service: Banking
Other services provided: Banking
Financial Planning
Insurance
Investments
Private Banking
Wealth Management
401K Plans
Quantity of team members: N/A
Total number of professionals on staff: N/A
Total number of customers: N/A
General Business Description: Full service commercial and private bank
Most typical fee structure: Commission for products sold
Total assets under management: $250 to $499 million
Net worth of typical client/family/business: $1 to $4.9 million
Minimum investment required: Under $500,000
Typical age of your clients: 36 to 54
Primary industry: Manufacturing
Secondary industry: Wholesale
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: IRA
Investment philosophy: N/A
Management of customer portfolios: External money managers only