The Milwaukee Company provides wealth management services to long-term investors who are focused on wealth preservation. We manage client accounts using tactical asset allocation strategies based on historical evidence, academic research and quantitative analysis. Our client’s ...more

The Milwaukee Company provides wealth management services to long-term investors who are focused on wealth preservation. We manage client accounts using tactical asset allocation strategies based on historical evidence, academic research and quantitative analysis. Our client’s well-diversified portfolios are invested primarily in low-cost, passively managed index funds and carefully selected bonds in allocations that are consistent with each client’s personal risk tolerance and return objectives. The Milwaukee Company’s rules-based investment strategies adapt our client portfolios as economic and market conditions change.less