Voyager Capital Management, LLC
Voyager Capital Management is beyond investing...it's about living. Specifically it's about living the life you've worked so hard to attain. To us, you're more than just a file... We know your dreams and goals, and we develop individualized strategies to get you there. You have the right to a successful investment experience.
Voyager Capital Management is an SEC Registered Investment Advisory (RIA) firm specializing in portfolio management and advanced tax planning, including estate and charitable planning. The firm manages just under $170 million for trusts, individuals, not-for-profit organizations, retirement plans, and charitable foundations. Voyager has its roots as a totally independent, fee-only investment advisor and financial planning firm going back to 1999 when Robert Anderson, Principal and Managing Director of Voyager, started his own firm, The Index Advantage, Inc. Today, our team of professionals has over 65 years of combined experience serving clients. Our principal office is located in beautiful Lake Geneva, WI; additionally, we maintain an office in the Milwaukee suburb of Brookfield. Our advisors are active in the business and civic life of those communities, and our firm supports the communities in a variety of ways, including: Music by the Lake on Geneva Lake Lake Geneva Symphony Orchestra Williams Bay T-ball Williams Bay Fire Department Chicken Roast Elmbrook Humane Society Golf Outing
Address: 875 Townline Road, Suite 100, Lake Geneva, Wis. 53147, USA
Phone: +1 262 348 9981
FAX: +1 262 348 9982
