Independent, Fee-Only Investment Advisory Firm
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 $170 million for trusts, individuals, not-for-profit organizations, retirement plans, and charitable foundations.
Voyager has its roots as a totally independent, fee-only investment advisor and financial planning firm going back to 1999 when Robert Anderson, Principal and Managing Director of Voyager, started his own firm, The Index Advantage, Inc. Today, our team of professionals has over 65 years of combined experience serving clients.
Our principal office is located in beautiful Lake Geneva, WI; additionally, we maintain an office in 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: