Cleary Gull Advisors acquires Milwaukee  advisory firm

Freeman Staff

Oct. 5, 2017

MILWAUKEE — On Thursday, Cleary Gull Advisors announced the acquisition of Alberts Investment Management, a Milwaukee-based, independent, fee-only SEC-registered investment advisory firm owned by Ronald C. Alberts.

“This new partnership allows us to provide even greater value to our combined clients,” said Michael Cleary, president of Cleary Gull Advisors, a Johnson Financial Group Company. “We continue to demonstrate our commitment to the investment advisory business in southeastern Wisconsin.”

Alberts Investment Management specializes in management of individual and government, balanced and fixed-income accounts and has more than $300 million in assets under management.