InvestorsBank

Money Directory

Published December 8, 2014

W239 N1700 Busse Road

Waukesha, WI, 53188

Primary Contact: Richard Hensley

(262) 523-5726

Website: www.investorsbank.com

Facebook: N/A

Twitter: N/A

LinkedIn: N/A

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

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