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Investment Management

Annex Wealth Management portfolios typically center around a blend of managed mutual funds, index funds, exchange traded funds and individual stocks.

The Team

Annex Wealth Management’s strategies are developed and nurtured by its Chartered Financial Analysts (CFA®s), who work at our Elm Grove headquarters.

You may be asking too much if your current advisor is responsible for nurturing your relationship while strategizing and managing your investments. Other wealth management firms may get your investment plans from planners located in a far-away city or office.


Annex Wealth Management believes peace and security increase when your investment decisions are made by a dedicated investment management team led by seasoned CFAs.

Our CFAs are bound by an ethical code which includes adherence to investment integrity and a requirement to put interests of clients above their own. Annex Wealth Management’s active and passive investment strategies balance opportunities and costs with one person in mind – you.


Actively Managed

Mutual Funds

We will use actively managed mutual funds when we’ve identified “best of breed” active managers that we believe can outperform comparable index funds on a risk-adjusted basis. We prefer mutual funds for asset classes that comprise less efficient areas of the market. The higher expense ratio of the actively managed funds may be justified by their opportunity to outperform comparable ETFs or index mutual funds. We will use ETFs for asset classes that are very efficient, because keeping portfolio costs low is very important.

Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, including the potential loss of principal. It should not be assumed that future performance of any specific investment or investment strategy recommended or undertaken by Annex Wealth Management, LLC will be profitable. Neither diversification, portfolio construction, ongoing management, or the core and tactical strategies employed by Annex Wealth Management provide a guarantee against loss of principal or any measure of expressed or implied investment return.

  Advisory Services offered through Annex Wealth Management®, LLC. Securities offered through H. Beck, Inc Member FINRA & SIPC. Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies. This site has been published for residents of: AZ, CA, FL, IL, KY, MN, NC, SC, TN, TX & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.