Johnson & Shute Investment Advisors, INC.

Johnson & Shute Investment Advisors has been in business since 1989, providing investment management services to individuals, pension and profit-sharing plans, trusts, estates, and business organizations. The registered investment advisor helps clients evaluate their financial situation, risk tolerance, time horizon, and return needs, and then assists them in selecting an appropriate model portfolio. These model portfolios consist of passively managed equity and fixed income mutual funds, with varying allocations ranging from conservative to aggressive. Johnson & Shute Investment Advisors periodically rebalances client portfolios to maintain target allocations and meets with clients upon request to discuss performance or life changes. Client accounts are held at independent custodians such as Charles Schwab & Co., and all portfolio management is conducted on a non-discretionary basis.