Wealth Background

Portfolio Management

Portfolio Management Inforgraphic

Johnson Bank can help you establish a legacy for your beneficiaries or help with specific investment objectives. Our skilled advisors bring the expertise of professional money management through our nationally recognized portfolio management group to individuals, families and closely held businesses.

Applying a consultative approach, our portfolio management process starts with really getting to know you. Once we understand your needs we'll proactively manage your portfolio, adjusting your strategy as the market evolves and opportunities present themselves.

Our investment philosophy is rooted in analyzing investment options as they move in and out of favor based on economic and market cycles. Because successful investing involves appropriate risk management, we believe in diversification among asset classes and investment styles.

We Offer a Full Spectrum of Investment Options

Resources

  • calculatorsHow long will my retirement savings last?

    Use this calculator to see how long your retirement savings will last. This is based on your retirement savings and your inflation adjusted withdrawals. Javascript is required for this calculator. If you are using Internet Explorer, you may

  • whitepapersInvesting 101: The Basics

    You don’t have to be rich or a certain age or wear Italian shoes. Even having money in an interest-bearing savings account is a basic form of investing. But if you’re ready to go beyond a savings account, you could use our crash course. Whether you’ve

  • calculators401(k) Calculator

    A 401(k) can be one of your best tools for creating a secure retirement. It provides you with two important advantages. First, all contributions and earnings to your 401(k) are tax-deferred. You only pay taxes on contributions and earnings when

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