Secure Online Banking

Personal Business

Secure Online Banking

investment management

Southport Investment Management, a service located at Southport Bank, assists bank clients, as well as other individuals and businesses in several areas of investment planning.

Contact Josh Kassulke at 262.942.4342 or

  • Strategies that work toward creating and growing wealth
  • Strategies that work toward protecting and preserving wealth
  • To plan for the distribution of wealth in the most tax advantageous way for your situation

Our comprehensive array of investment products include:

  • Mutual Funds
  • Exchange-Traded Funds
  • Unit Investment Trusts
  • Individual Stocks
  • Corporate and Government Bonds
  • Tax-free* Municipal Bonds
  • Real Estate Investment Trusts

*May be subject to alternative minimum tax

  • IRAs (Roth and Traditional)
  • Simple IRA plans, 401Ks, 403Bs
  • Education Savings Plans
  • Variable and Fixed Annuities
  • Life and Long-Term Care Insurance
  • Fee-based asset management

Due to various state regulations concerning the dissemination of information regarding investment products and services, we may only discuss or transact securities business with persons residing in states where our financial consultants are currently registered. Those states are AZ, FL, GA, IL, IN, MI, MN, NV, WA, WI.

Southport Bank and Southport Investment Management are not registered broker/dealers and are not affiliated with LPL Financial.

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

  • May Lose Value
  • No Bank Guarantee
  • Not A Deposit
  • Not Insured By Any Federal Government Entity