M & I Financial Planning Services

Overview

M & I Financial Planning Services is a small partnership focused on fee-based portfolio management for individual and family clients, including small-business owners. The firm manages a concentrated equity-oriented book, favoring exchange-traded equities as the primary vehicle for client exposure. Its advisory approach appears to emphasize liquid, tradable instruments with supplemental allocations to non-traditional assets—real estate, commodities and oil & gas—sourced through third-party managers. M & I Financial Planning Services charges a percentage-of-AUM fee and does not present itself as an ESG-focused adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices