Sage advice is hard to come by -
objective advice even more so.
As an independent firm, we provide a blend of both
Wealth Management

At Detalus, we don’t just dispense advice. We believe in building relationships on a foundation of trust and mutual respect.

From there, we create a customized investment strategy, implement the plan, and continually monitor to drive your portfolio towards your goals. Our approach to wealth management offers clarity on your financial situation and keep your plan on track, no matter how your situation changes.

For more information contact Clinton J. Lewis

We Help
  • Individuals
  • Married Couples & Families
  • Small Businesses & Executives
  • Nonprofit Organizations
Solutions We Provide
  • Investment strategy creation
  • Portfolio implementation and management
  • Market research and opportunity identification
Institutions

Over a century of combined experience shows that we understand this balance. We manage your portfolio to drive the achievement of your institution's goals.

Our experience in customizing investment portfolios within an asset/liability framework combined with security selection, trade execution, and strategy formation and guidance facilitates this process. Balanced with innovation, technology, an extensive broker/dealer network, and state-of-the art analytical reporting, our experience results in best-in-class portfolio management.

For more information contact Scott Jenkins

We Help
  • Community Banks
  • Insurance Companies
  • Financial Services Companies
  • Thrift Institutions
  • Other Institutional Investors
Solutions We Provide
  • Full-service fixed income portfolio management
  • Independent evaluation of internally managed portfolios
  • Investment and asset/liability policy implementation
"You can always alter and adapt your plan, provided you have one."
-Manoj Arora
We provide a broad array of brokerage
services to meet your needs
A plan is nothing if you can't execute
Securities

Turn to Detalus for your brokerage needs.

We offer execution and trading of investments, including equity and fixed income securities, mutual funds, alternative asset classes, annuities, college savings plans, life insurance, and more. We partner with leading firms to provide quality and comprehensible information management and reporting tools.

For more information contact Clinton J. Lewis

We Help
  • Individuals
  • Married Couples & Families
  • Small Businesses & Executives
  • Nonprofit Organizations
  • Financial Institutions
Solutions We Provide
  • Common and preferred stocks
  • Mutual funds and exchange-traded funds (ETFs)
  • Fixed income securities
  • Alternative investments
  • Business and individual retirement, profit sharing, and 401(k) plans
  • College savings plans
  • Health Savings Accounts (HSA)
  • Raising capital and M&A
"Your future is always more valuable than today; the sooner you realize that the better."
-Steve Douglas
Challenges in the Financial Services industry also create new frontiers of opportunity
Let commitment, integrity and experience guide you through this exploration
Consulting

Detalus Consulting is an innovative team of entrepreneurs and investors passionately devoted to building, operating, financing and turning around companies at all stages of the business life cycle. With decades of experience in strategic planning, operations, marketing & business development, finance and talent development we do more than simply provide reports – we provide execution.

For more information contact Scott Jenkins

We Help
  • Financial Technology Firms
  • Small-to-Medium Sized Operating Companies
  • Financial Services Firms
  • Tech StartUps
Solutions We Provide
  • Fractional C-Suite (CEO/COO/CFO/CMO/CTO)
  • Business Planning & Growth Execution
  • Turnaround & Restructuring Services
  • Capital Transaction Planning
  • Innovation Consulting
"An investment in knowledge
pays the best interest."
-Benjamin Franklin
Vision. Strategy. Execution. Achieve your goals
Ready to learn more? Send a message to the team member