Wyoming Retirement Experts Team Up With Institutional Asset Manager - Insurance News | InsuranceNewsNet

InsuranceNewsNet — Your Industry. One Source.™

Sign in
  • Subscribe
  • About
  • Advertise
  • Contact
Home Now reading Newswires
Topics
    • Advisor News
    • Annuity Index
    • Annuity News
    • Companies
    • Earnings
    • Fiduciary
    • From the Field: Expert Insights
    • Health/Employee Benefits
    • Insurance & Financial Fraud
    • INN Magazine
    • Insiders Only
    • Life Insurance News
    • Newswires
    • Property and Casualty
    • Regulation News
    • Sponsored Articles
    • Washington Wire
    • Videos
    • ———
    • About
    • Meet our Editorial Staff
    • Advertise
    • Contact
    • Newsletters
  • Exclusives
  • NewsWires
  • Magazine
  • Newsletters
Sign in or register to be an INNsider.
  • AdvisorNews
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Exclusives
  • INN Magazine
  • Insurtech
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Video
  • Washington Wire
  • Life Insurance
  • Annuities
  • Advisor
  • Health/Benefits
  • Property & Casualty
  • Insurtech
  • About
  • Advertise
  • Contact
  • Editorial Staff

Get Social

  • Facebook
  • X
  • LinkedIn
Newswires
Newswires RSS Get our newsletter
Order Prints
June 6, 2018 Newswires
Share
Share
Post
Email

Wyoming Retirement Experts Team Up With Institutional Asset Manager

PR Newswire

RIVERTON, Wyo., June 6, 2018 /PRNewswire/ -- Fremont Financial Advisors, Inc. (Fremont) has teamed up with Milwaukee Institutional Asset Management (MIAM) to provide investment and retirement solutions for individuals, small business owners, trusts, and estates, with an emphasis on clients whose careers involve oil and gas, mining, or coal.  This partnership will provide Fremont clients with an investment strategy utilizing individual stocks and bonds, which can be customized to their specific needs and goals.

Fremont's Managing Partners, Kathy and Dave Parker, help organize clients' finances in the most efficient manner possible to reduce taxes and maximize their ability to be invested in a portfolio matching their long-term financial needs.

MIAM Vice President of Advisory, Thomas Molosky, commended the Parker team for creating a "world-class retirement program allowing individuals and small business owners to take advantage of tax and investment benefits previously unavailable to most investors, with a practical and straightforward approach."

According to Dave Parker, "Fremont believes that each client should work with a well-rounded and experienced team to advise them on their total financial picture. Milwaukee Institutional Asset Management helps fill that role and is exactly the partner we want to help our clients achieve their goals."

Kathy Parker said, "We are thrilled to be working with MIAM and eager to bring their expertise to our clients."

About Fremont Financial Advisors, Inc.
Fremont Financial Advisors, Inc. is a Wyoming Registered Investment Advisor and provides both individuals and small businesses of medium to high net worth with comprehensive investment advisory and financial planning implementation services. (www.fremontfinancial.com)

About Milwaukee Institutional Asset Management
Milwaukee Institutional Asset Management provides investment management and research services to investment professionals across the United States.  The firm utilizes disciplined, value-oriented investment principles, while investing directly in individual debt and equity securities.  Portfolios are transparent, tax-efficient, and customized to client needs, holding 18-22 equity and 6-8 debt securities in concentrated positions.  MIAM's advisor-partners receive in-depth analysis of holdings as well as access to the firm's analysts who can discuss individual securities and one-on-one company senior management meetings.  When necessary, the firm engages in operational activism to maximize shareholder value. 

Milwaukee Institutional Asset Management is a division of Global Value Investment Corp, and has offices in Milwaukee, WI; Boston, MA; Charleston, SC; and Hyderabad, India.

For Further Information Contact:
Stacy WilkeGlobal Value Investment Corp.
262-478-0640
196695@email4pr.com
www.gvi-corp.com

Cision View original content with multimedia:http://www.prnewswire.com/news-releases/wyoming-retirement-experts-team-up-with-institutional-asset-manager-300660682.html

SOURCE Milwaukee Institutional Asset Management

Older

Rep. Pallone Issues Statement on Medicare, Social Security Trustees Report

Newer

XL Group Ltd Shareholders Approve Merger Agreement with AXA

Advisor News

  • Could a narrower focus help grow your practice?
  • U.S. debt hits $40 trillion: how to support concerned clients
  • Flourish brings private-bank-like cash solution to MassMutual’s network
  • Majority of Americans concerned recent market highs are unsustainable
  • GLP-1 users choose between medication and retirement saving
More Advisor News

Annuity News

  • Corebridge Financial Introduces Progressive Trigger, a First-of-Its-Kind Index Annuity Strategy Designed to Turn Missed Years into Future Opportunity
  • Insurer proposes $1.1M deal to resolve CA teachers’ annuity fee lawsuit
  • IMOs get frustrated with slow carrier adoption of faster technology
  • New class-action lawsuit targets Delaware Life over annuity disclosures
  • A client remarried: Does their annuity still fit?
More Annuity News

Health/Employee Benefits News

  • Social Security to increase 3.6% in 2027
  • State Health Plan loses bid to stop Atrium program, warns of $50 monthly premium hike
  • N.C. State Treasurer: State Health Plan Responds to Judge's Ruling on TRO
  • Americans question whether retirement plans can keep up with longer lives
  • UnitedHealth posts $4B profit in comeback from financial spiral
Sponsor
More Health/Employee Benefits News

Life Insurance News

  • AM Best Upgrades Credit Ratings of Dah Sing Insurance Company Limited
  • Could a narrower focus help grow your practice?
  • How life insurance can solve problems unique to HNW clients
  • Corebridge Financial Introduces Progressive Trigger, a First-of-Its-Kind Index Annuity Strategy Designed to Turn Missed Years into Future Opportunity
  • BILTIR conference draws more than 750 insurance leaders to Bermuda
Sponsor
More Life Insurance News

NEWS INSIDE

  • Companies
  • Earnings
  • Economic News
  • INN Magazine
  • Insurtech News
  • Newswires Feed
  • Regulation News
  • Washington Wire
  • Videos

FEATURED OFFERS

Press Releases

  • Lauren Sinnott Named to Ragan’s Top Women in Marketing Awards, Class of 2026 
  • Classic Car Insurer OpenRoad Insurance Expands to 40 U.S. States in Two Years
More Press Releases > Add Your Press Release >

How to Write For InsuranceNewsNet

Find out how you can submit content for publishing on our website.
View Guidelines

Topics

  • Advisor News
  • Annuity Index
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • From the Field: Expert Insights
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Magazine
  • Insiders Only
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Washington Wire
  • Videos
  • ———
  • About
  • Meet our Editorial Staff
  • Advertise
  • Contact
  • Newsletters

Top Sections

  • AdvisorNews
  • Annuity News
  • Health/Employee Benefits News
  • InsuranceNewsNet Magazine
  • Life Insurance News
  • Property and Casualty News
  • Washington Wire

Our Company

  • About
  • Advertise
  • Contact
  • Meet our Editorial Staff
  • Magazine Subscription
  • Write for INN

Sign up for our FREE e-Newsletter!

Get breaking news, exclusive stories, and money- making insights straight into your inbox.

select Newsletter Options
Facebook Linkedin Twitter
© 2026 InsuranceNewsNet.com, Inc. All rights reserved.
  • Terms & Conditions
  • Privacy Policy
  • InsuranceNewsNet Magazine

Sign in with your Insider Pro Account

Not registered? Become an Insider Pro.