Silverleaf Investment Advisors | Fiduciary for Asset Management Serving Central Wisc

Founder’s Statement

We believe clients should know they'll be supported for the rest of their lives, so we’ve put a strong succession plan in place. We also believe investments should reflect your family’s values, such as liberty, security and faith promised to us in our United States Constitution.

Fiduciary Advice to Help Your Dreams Flourish

We’ll help build your portfolio with high quality, high values driven companies that are backed by dividend growth. With thoughtful investments that reflect your traditional values, you can enjoy the fruits of a lifetime of hard work.

2nd Opinion Investment Review

Insights and analysis of your investments.

Comprehensive Retirement Income Plan

Guidance you need to retire and stay retired.

Tax Efficient Lifetime Income Strategy

Strategies to help you keep more money growing.

401(k) IRA Rollover & Consolidation

Consolidating investments into your managed portfolio.

Fiduciary Advice

Our Process Plants the Seeds to Your Success

We’ve found that candor and transparency are essential elements to a thriving client-advisor relationship. Plus, we do things a little differently than other financial advisors, strictly adhering to a simple, transparent process that sets you up for a lifetime of successful investing.

We Keep You Educated and Informed

You’ll understand everything there is to know about your investments.

We Help You Stay on Strategy

Focusing on planning and portfolio management keeps you on track.

We Continually Send you Updates

Regular communication keeps you feeling comfortable and confident.

We Ensure You Always Have Support

You can count on committed and consistent support for life.

Our Process

An Advisory Built to Withstand the Test of Time

Founder Todd Rendler has spent his entire career mentoring and coaching investment advisors, which requires researching the most current, proven practices for asset accumulation, retirement income and asset protection. Now with his sons on board to provide a solid succession plan, Silver Leaf Investment Advisors is focused on providing long-term perspective to portfolio management for individuals who want investments that align with their family values.

Todd Rendler

AIF®, PPC™ – Principal

Daniel Rendler

AIF® – Financial Advisor, Principal

Michael Rendler

Registered Service Representative & Operations Manager

Our Team

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

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