The Milwaukee Company

www.themilwaukeecompany.com

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.

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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.

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Country

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State

Wisconsin

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Employees

1-10

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Co - Founder

    Email ****** @****.com
    Phone (***) ****-****
  • Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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