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Wisconsin launches managed account platform via FundQuest


Wisconsin Investment Services, an affiliate of Trust Wisconsin, has launched a managed account platform through a partnership with FundQuest.

FundQuest, a managed accounts provider, will support Wisconsin Investment Services with technology-based productivity tools, investment research and monitoring, and back-office account administration services.

Wisconsin Investment Services is a full-service wealth management company. Its new advisory platform is comprised of ten managed account solutions. The investment mix includes mutual funds, exchange-traded funds, separately managed accounts, unified managed accounts, and annuity solutions.

“We are confident this comprehensive menu of investments will exceed the needs of our sophisticated client base. Our clients expect a personal one-on-one approach and these solutions coupled with back office and research support will support our high level of service and concentration on a wide range of client needs,” says Jeffrey Butler, president, Wisconsin Investment Services.

Ryan Darr, account executive, business development at FundQuest, adds: “The combination of outsourced services and up-to-date products and services allows Trust Wisconsin to stay competitive with regional and national advisory and trust providers, while increasing the efficiency and effectiveness of their client acquisition and retention efforts.”

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