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SKYLINE Portfolio Management

Implementation

Our Senior Private Investment Management PIM® portfolio managers Steve Frank and Martin Wilhelmy will tailor discretionary portfolios of individual securities to address your investment objectives, and will always maintain reportable accountability.

Menu of Private Investment Management portfolios with the following objectives:

SKYLINE Global Growth

SKYLINE Growth

SKYLINE Core Equity

SKYLINE Dividend Growth

SKYLINE Dividend Gusher

SKYLINE Global Moderate Growth

SKYLINE Total Return Growth

SKYLINE Core Moderate

SKYLINE Moderate Dividend Growth

SKYLINE Global Balanced Growth

SKYLINE Balanced Total Return

SKYLINE Core Balanced

SKYLINE Balanced Dividend Growth

SKYLINE Aggressive Income

SKYLINE Balanced Income

SKYLINE Conservative Income

SKYLINE ETF Conservative Growth

SKYLINE ETF Total Return Balanced

Steve Frank, CFP®

Managing Director – Investments

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Steven.L.Frank@WFA.com

513.651.6541

Martin Wilhelmy

Managing Director – Investments

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Martin.Wilhelmy@WFA.com

513.412.5218

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