The Milwaukee Company Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

The Milwaukee Company is a Registered Investment Advisor based in Thiensville, Wisconsin, offering wealth management services for long-term investors focused on preserving wealth. Its approach centers on tactical asset allocation that relies on historical evidence, academic research, and quantitative analysis, with client portfolios composed mainly of low-cost, passively managed index funds and carefully selected bonds. The firm aims to align each portfolio with an individual’s risk tolerance and return objectives, adjusting allocations as economic and market conditions change. Target clients are those seeking disciplined, rules-based investment strategies rather than active speculation, with services disclosed as advisory and subject to licensing requirements. A notable development in recent activity includes the launch of two systematic asset allocation exchange-traded fund–of–fund products and two tactical asset allocation ETFs announced in January 2024. The Milwaukee Company emphasizes its role as a fiduciary advisor and provides access to its Form ADV and other disclosures for clients or prospective clients.

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