At the end of June, our Wealth team’s investment committee introduced a new strategy, reinsurance securities, for clients whose portfolios include alternative investments to complement stocks and bonds. In this week’s investment commentary, Director of Alternative Investments Jonathan Henshue, CFA, CAIA introduces the strategy and shares why we believe now is an opportune time to add it. https://ow.ly/bsJ150Sy4hU #InvestmentCommentary #AlternativesInvesting #Alts
About us
The Johnson Financial Group family is proud to offer a comprehensive suite of banking and wealth services. Johnson Financial Group provides: • full line of banking services including wealth, mortgage, leasing, consumer and commercial banking through over 30 locations in Wisconsin and Minnesota. • management services for individuals, families and commercial pilots, and institutional advisory services for public and private foundations and endowments. Values We believe in acting with ethics and integrity in all we do. We believe in the importance of customers, and hold ourselves accountable for our interactions. We believe in the dignity of all people and the strength of teams. We believe in the importance of family and community. Social Responsibility Embedded in our culture is a genuine sense of mission to make our communities better because we're there. This philosophy is anchored in the philanthropic spirit of the Johnson family and demonstrated in the way we operate and the individual actions of our associates. Employees We employ more than 1,000 talented associates. Our organization has unusually low turnover, extraordinarily high employee engagement and rigorous hiring standards. Ownership Johnson Financial Group is a privately-owned financial services company offering banking and wealth solutions through its subsidiaries, Johnson Bank and Johnson Wealth. Principal owners of Johnson Financial Group are members of the Samuel C. Johnson family. Helen Johnson-Leipold is Chairman of Johnson Financial Group. For more information visit www.johnsonfinancialgroup.com.
- Website
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http://www.johnsonfinancialgroup.com
External link for Johnson Financial Group
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Racine, WI
- Type
- Privately Held
- Founded
- 1970
- Specialties
- Banking and Wealth
Locations
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Primary
Get directions
555 Main Street
Racine, WI 53403, US
Employees at Johnson Financial Group
Updates
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Last week marked another successful Service Day at Johnson Financial Group and it was truly inspiring to see so many of our associates come together to volunteer their time. We are deeply grateful to each of you who participated. The commitment and generosity of our associates helped us reach out to over 50 organizations, making a significant impact in the communities we serve! Thank you to all of our associates for their hard work and dedication. #EveryCommunityBetter #ServiceDay
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Explore the transformative impact of instant payments on transaction processing and their potential to shape the future of financial services: https://ow.ly/lX5j50StTf8
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Mary, 69, initiated a 'gray divorce' due to growing political differences with her husband. Despite financial risks and social stigma, she prioritized her happiness. Now separated, she faces decisions about asset division and future living arrangements while rediscovering her passion for writing. Read her inspiring story here: https://ow.ly/FRre50Ss7g2
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Assembling the right support team is crucial during a divorce. In the latest episode of Your Money. Your Mission., Anisa Dunn, Senior Fiduciary Services Manager at Johnson Financial Group discusses how specialized lawyers, accountants, financial advisors or even appraisers can be extremely helpful to you during this challenging times. Tune in today to learn more! https://ow.ly/GBo150Sqa5l #yourmoneyyourmission
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In this week's commentary, portfolio manager Brian Schaefer steps back from current market dynamics to share how the Wealth group's Investment Committee goes about its work. As he says, the antidotes to emotional decision-making are "process, planning and preparation" – and professional investors need those antidotes just as much as clients do. https://ow.ly/zWOY50St9wk #FinancialPlanning #WealthManagement #WealthStrategies
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In the latest episode of Your Money. Your Mission., host Kelly Mould welcomes Anisa Dunn, Senior Fiduciary Services Manager at Johnson Financial Group. Anisa sheds light on the factors that courts take into account when allocating assets between parties. Tune in today to learn more! https://ow.ly/WjQc50Sq6rm #yourmoneyyourmission
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Johnson Financial Group is proud to offer public sector banking services in our Wisconsin communities. We understand the unique needs of government and municipalities and we have the experience and expertise to help you meet your organization's financial goals. Contact us today to learn more about our public sector banking services. https://ow.ly/jzrR50SpxCc
Public Sector Banking
johnsonfinancialgroup.com
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Divorce is never easy, and it becomes even more complex when it involves long-term marriages. In the latest episode of Your Money. Your Mission, host Kelly Mould is joined by Anisa Dunn, Senior Fiduciary Services Manager at Johnson Financial Group. Anisa provides insights about the challenges of “gray divorce” while emphasizing the importance of equitable asset division, accurate financial disclosure and the role of prenuptial agreements in future marriages. Tune in today to learn more: https://ow.ly/2Sof50Snjk1 #yourmoneyyourmission
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In this week’s investment commentary, VP Wealth Portfolio Manager Kelsey Ellsworth, CFA outlines JFG’s equity positioning—balanced between growth and value (which implies underweight the Mag 7) and overweight large-cap stocks. The investment committee’s sees mild recession and soft landing as the most likely scenarios. https://ow.ly/iAa450SnfJx