Company Overview
Voyager Capital Management is an SEC Registered Investment Advisory (RIA) firm specializing in portfolio management and advanced tax planning, including estate and charitable planning. The firm manages just under $250 million for trusts, individuals, not-for-profit organizations, retirement plans, and charitable foundations. The firm was formed in 1995, and our team of employee professionals brings more than 65 years of combined experience to help you accomplish your goals. We have offices in Lake Geneva, Wis., Rockford, Ill., and the Milwaukee suburb of Brookfield. Our advisors are active in the business and civic life of those communities, and our firm supports the communities in a variety of ways, including, for example, the summer Music by the Lake program on Geneva Lake.
As an RIA firm, we are held to a fiduciary standard that is much higher than traditional advisors, stockbrokers and financial planners. We have a fiduciary duty to act in the best interest of our clients.
Our client services are nationwide. Currently, the firm assists clients in the following 23 states:
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