Our Mission

The Milwaukee Company was established to provide disciplined, family focused wealth management with integrity and transparency.

Disciplined

We utilize quantitative, tactical asset allocation strategies that are
rules-driven and validated by academic research.

Family
Focused

We help families preserve wealth for current and future
generations through risk-managed investing, tax-and-estate planning, and
education.

Integrity

We serve as a fiduciary to our clients. As such, are obligated to
place our clients’ interests ahead of our own.

Transparency

We report to clients on how their investments are performing net of fees compare that performance to unbiased, robust benchmarks. We openly disclose our fees.