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1834 Investment Advisors
Established in 1976, 1834 Investment Advisors offers financial planning, portfolio management, and wealth services to individuals, high-net-worth individuals,...
Overview
Established in 1976, 1834 Investment Advisors offers financial planning, portfolio management, and wealth services to individuals, high-net-worth individuals, and institutions. It deploys capital through direct lending and standard portfolio construction in fixed income and equity exposures, all within the United States. Assets under management total $1.1 billion. The advisor operates as a registered investment advisor under a bank or trust structure.
General information
Firm type
Bank / Wealth / Trust
Year founded
1976
Location
Region
North America
Country
United States
City
Milwaukee
Sector focus
Frequently asked questions
Who runs investment decisions at 1834 Investment Advisors?
No named principals or CIO appear in public records.
Does 1834 Investment Advisors participate in fund commitments or only direct deals?
The firm lists direct lending among its strategies.
What investment stages does 1834 Investment Advisors typically target?
No stage preferences are disclosed.
How is 1834 Investment Advisors structured relative to a bank or trust?
Records list the subtype as Bank / Wealth / Trust.
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