The Milwaukee Company

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.