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About Us

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™.  All rights reserved. Privacy Policy.
The content found on this website is for informational purposes only. Nothing presented on this website should be regarded as investment advice or as a solicitation for the provision of investment advice or for the purchase or sale of any security or investment.  Visitors to this site should conduct their own independent research before acting on any information found on this site. To learn more please refer to our Terms & Conditions.
The Milwaukee Company™ is a tradename of Estate Counselors, LLC.  Services provided by The Milwaukee Company™ do not constitute legal services, and neither The Milwaukee Company™ nor Estate Counselors, LLC are law firms or are licensed to practice law in any state or jurisdiction.

Address

414 N Main Street

Thiensville, WI 53092

Phone

(262) 238-6980

Fax

(262) 238-6999