The Milwaukee Company

Financial ServicesWisconsin, United States11-50 Employees

The Milwaukee Company is a Registered Investment Advisor headquartered in Thiensville, Wisconsin that 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 aim to be consistent with each client’s personal risk tolerance and return objectives.  The Milwaukee Company’s rules-based investment strategies seek to adapt our client portfolios as economic and market conditions change.

Important Disclosure Notice

The Milwaukee Company is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Milwaukee Company and its representatives are properly licensed or exempt from licensure. The information provided on this page is for informational purposes only and should not be construed as personalized investment advice or a solicitation to buy or sell any securities. Past performance is not indicative of future results, and all investments carry risk, including the potential loss of principal.

Before making any investment decisions, please consult with a qualified financial advisor who can assess your individual circumstances. For detailed information about The Milwaukee Company's services, including fees, conflicts of interest, and more, please refer to our Form ADV, available upon request or by visiting the SEC's Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov/firm/summary/123452.

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