Our mission is to meet the financial needs of the individuals, families, and institutions that we serve through individualized investment advice, customized investment portfolios and personalized service. The advisor gathers financial data including the client’s goals, circumstances, resources, financial condition and risk tolerance. The adviser then prepares and delivers strategy, analysis and recommendations to the client for meeting their financial goals through the use of financial investments.
Gregg Tushaus, Chief Executive Officer and Chief Investment Officer
Gregg Tushaus is an entrepreneur, executive, accredited investor, angel investor performing portfolio management since 1982. Along with his responsibilities for the firm, he is a registered investment advisor representative and holds Series 65 registrations. Gregg has over 30 years of investment management experience.
Gregg founded and grew a profitable information technology services business to 140 employees and $32 million in sales over 18 years before selling the business in 2011. Gregg served as information technology leader and trusted adviser for a variety of businesses most notably eight years as leading and managing information technology for a $1 billion institution serving multiple missions with a $20 million information technology budget while leading and managing a $32 million information technology service business.
Gregg Tushaus was Chief Information Officer of Dedicated Computing until 2016. He joined Dedicated in June, 2011 after the acquisition of his business, Tushaus Computer Services, by Dedicated. He was responsible for the company’s information technology infrastructure and service systems, managed services and provides strategic technology leadership for key Dedicated Computing clients. He is founder and former CEO of Tushaus Computer Services and formerly chief executive officer of Advance Cabling Solutions before selling the company in 1999. He founded Tushaus in 1993 and co-founded Advance in 1995. Both companies have seen exceptional growth under his leadership. Tushaus has grown to more than 140 employees with revenues exceeding $32 million. Advance grew to more than 35 employees with revenues exceeding $2.5 million in 1998.
Tushaus is an Inc. 500 company, a VAR Business 500 company and was selected as a FUTURE 50 company in 1996, 1997 and 1998 and Advance was selected as a FUTURE 50 company in 1998 and 1999 by the Council of Small Business Executives through the Metropolitan Association of Commerce (MMAC). Gregg Tushaus was the first individual to be listed twice on the FUTURE 50 in the same year as president and chief executive officer of two separate companies.
Gregg Tushaus received a Bachelor of Business Administration degree in management information systems from the University of Wisconsin - Milwaukee in 1986. He has been recognized by numerous business and technology organizations, and most recently received the BizStarts Milwaukee’s “Inspirational Entrepreneur” award, presented to Milwaukee area business leaders who have successfully established thriving companies in Milwaukee. Gregg was recognized in the "Who's Who" list in Milwaukee by The Business Journal and as one of The Business Journal's 40 Under 40, Wisconsin's new generation of business and community leaders. Gregg is an past member of the Milwaukee chapter of YEO (Young Entrepreneur's Organization), a member of the Rotary Club of Milwaukee, a member of the MMAC (Metropolitan Milwaukee Association of Commerce) and a member of the CEO Roundtable program through the MMAC. Gregg is a member of the prestigious Birthing of Giants program, class of 2000, co-sponsored by Inc. Magazine, YEO and MIT (Massachusetts Institute of Technology).
Other Business Activities
Treasurer and Chair, Finance Committee and Board Director, UWM Foundation (2008 – present)
Member Board of Directors, Smart Cloud (2013 – present)
Investor and Advisor, Wisconsin Super Angel Fund (2012 – present)
Mentor, gener8tor (2011 – present) Bright Cellars, GrocerKey, and Catalyze business and CEO mentor.
Mentor and Advisor, BizStarts Milwaukee (2011 – present)
MoneyMap Coach, Crown Financial Ministries MoneyMap