Who We Are

The trusted financial resource for university professionals

 

 

Filbrandt & Company is a diversified financial services organization that serves the overall financial planning and unique portfolio management needs of university faculty. Guaranteed pensions are no longer an option for most employees in today’s economically challenged world. University faculty, who have saved diligently throughout their careers, wonder how they will continue to receive a “paycheck” when they retire. We find that our clients not only receive “healthy paychecks” but also have the ability to leave significant assets to their families and loved ones with careful planning.

Our firm began many years ago working with clients at Midwestern campuses. We have grown significantly as a result of strong client referral to others in the national network of university professionals. Today, Filbrandt & Company has a presence on fifty major university campuses and serves clients internationally.

IMPORTANCE OF FIDUCIARIES

Many people are not aware that there are advisors who are not required by their companies to serve as fiduciaries. Fortunately, Filbrandt Investment Advisers clients do not have that concern. We serve our clients in a fiduciary capacity, and will continue to do so.

If you are looking for a fiduciary to handle your university retirement planning accounts, Filbrandt Investment Advisers is one of the country's leading experts in dealing with university retirement accounts. We stand ready to serve you.