Customized Client Portfolios
Investment Discipline
Strong Client Relationships

Voit & Company, LLC is a Registered Investment Advisory firm that develops customized portfolios tailored to meet the specific needs of each client. Our clients include individuals, family groups, and institutions.

We believe strong client relationships are borne out of exceptional efforts by our firm to accurately understand each client’s needs and objectives. We do this by listening closely to our clients and communicating frequently with them. Each member of our firm strives to make the practice of outstanding service a core value of our business.

We focus on monitoring client portfolios and stay in contact with our clients to keep them updated so that they can direct their attention to the more important things in their lives.

Recent News

  • Private Funds Group
    Voit Fund GP, LLC launched its Private Fund Group offerings of balanced and equity funds to accredited investors on January 1, 2014. The funds do not employ leverage and invest in carefully selected equities and bonds based on the stringent criteria of the investment advisor to the fund, Voit & Company, LLC.

    Todd K. Voit, Ph.D. 3/26/2014
  • Todd Voit, Portfolio Manager at Voit & Company, LLC, receives Milwaukee Magazine’s Five Star Wealth ManagerSM Award

    I am pleased to have received the 2015 Five Star Wealth ManagerSM award which can be seen in Milwaukee Magazine’s July 2015 issue. As always, we appreciate your business and welcome the opportunity to meet with new clients to discuss your portfolio.

  • The Suit Magazine Interview
    "Filling a Vital Need in Money Management" interview with Todd Voit as featured in The Suit magazine.  Click here to be directed to the interview.

  • Journal Sentinel Interview
    "Profitable lessons to be learned in the margins" interview with Todd Voit as featured in the Journal Sentinel Milwaukee, WI publication.  Click here to be directed to the interview.

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