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Michael J. Butkus & Company

Financial Services, Financial Advising

6401 Pacific St | Omaha, NE, 68106

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4025587774 View location map View website Email

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Investment Experience Matters.

Michael J. Butkus & Company is a registered investment advisory firm in Omaha, NE. Our company was formed in 1997 by owner and Omaha native, Mike Butkus, who been in the investment business for over 30 years. We manage investment portfolios for individuals, retirement plans and trusts. Because we are a small firm, you will receive the personal attention you deserve.

We do our own research, make our own single-minded conclusions and are heavily oriented towards managing portfolios of individual stocks. We will custom build a well-diversified portfolio and continuously manage it for you. Portfolios can be configured to produce regular income for you in your retirement.

Why should you choose Michael J. Butkus & Company?

• We are here to serve individuals like you and to manage their retirement assets.
• We are medium- to long-term investors.
• We are extremely price sensitive, conservative and no-nonsense.
• We feel that the number one criteria for investing successfully must be a focus on risk, not reward.
• Clients are charged fees quarterly. There are no commissions.

Positive results are not guaranteed. However, it is our central thesis that ignoring the negatives when choosing an investment will inevitably result in poor long-term investment performance. Note the words "long term.” There will be losses in individual stocks in portfolios and down years overall. But if we were picking stocks on a desert island and could only choose a singular focus—winning or not losing—we would choose not losing.

Michael J. Butkus & Company does business as a discretionary/fee-only advisor. This means that clients complete an investment policy questionnaire, and we manage accounts using these "marching orders" but without investment-by-investment involvement from clients. Clients have real-time access to their accounts from the brokerage firm at which their portfolios are held. We charge a fee based on the amount of assets under manageme...

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Last update: 2018-01-18 23:30:54

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