A complete list of active advisors currently associated with Johnson & Shute Investment Advisors, Inc.

Warmer can help you find a great advisor at Johnson & Shute Investment Advisors, Inc. or one who fits your needs even better.

Johnson & Shute Investment Advisors provides investment management to individuals, pension and profit‑sharing plans, trusts, estates and business organizations. Its services include reviewing clients’ financial situations and risk tolerances, offering a choice of firm-developed model portfolios, periodic rebalancing to target allocations, and meetings on request to review goals and performance. The firm’s investment approach relies on client-selected model portfolios built from low-cost, passively managed domestic and foreign equity and fixed‑income mutual funds, with allocation bands from 0% to 80% fixed income in 10% increments and a long-term buy-and-hold orientation. Management is provided on a non‑discretionary basis; clients retain decision authority while the firm implements agreed trades, rebalances to model targets, and collects fees under a limited power of attorney. Notably, Johnson & Shute reported all client assets as non‑discretionary (about $137.3 million as of December 31, 2025), an arrangement that is uncommon among supported firms that more often manage discretionary mandates. The firm also applies the same set of passive funds across its model series, delivers quarterly written reports and reconciliations, and recommends institutional custody services while operating as an independent adviser.

To learn more about the advisors currently working at Johnson & Shute Investment Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.