Chad Snell
Madison, WI (USA)
Role(s):
Interlake Capital Management
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Startup
Location:
Madison
Industry:
Finance
Year Founded:
2006
Number Employees:
INVALID
Description:
Interlake Capital Management, LLC, is an independent Registered Investment Advisor (RIA) licensed by the State of Wisconsin. Using two complementary disciplines--the tactical, contrarian Value Portfolios and the strategic, low-cost Allocation portfolios--Interlake will provide discretionary portfolio management services to individual and institutional investors.
Initially, Interlake will offer its services through two primary channels:
(1) direct marketing to individual investors and (2) indirect marketing
through brokers, financial planners, and trust officers who can implement their clients’ investment programs through one or both of Interlake’s disciplines. Eventually, Interlake will market its services to institutional investors such as pension funds, university endowments, and