Thinking is the hardest work there is, which is probably the reason so few engage in it.
The Milwaukee Company's approach to portfolio management is founded in our belief that investment strategies directed by academic research and thorough examination lead to better long-term results than those that rely on personal judgments and ad-hoc predictions.
Unlike market prognosticators who base their investment advice on their ability to predict the future and outsmart the market, our evidence-based investment approach is founded on academics, statistics and the historical record.
We enjoy close personal relationships with many of our clients and are committed to delivering the highest standard of best practices for all of our investors and their families. Always putting their interests ahead of our own, we derive great satisfaction from our efforts on their behalf while providing state-of-the-art financial services.
By limiting the number of clients, we serve, we are able to develop close personal relationships with all of them. It is these relationships, combined with our founder's 30+ years of experience as an estate planning attorney, that gives us the expertise needed to provide our clients with the wide range of advice and services required to manage family wealth in today’s complex world.