Financial Services - N/A, WI, 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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