THE MILWAUKEE COMPANY

The Milwaukee Company also provides clients with monthly activity and performance reports that we generate using Morningstar's software. Clients also receive an annual report that details account activity and performance during the prior calendar year... 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... 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.

Also known as: Milwaukee Company, The Milwaukee Company, Inc.

Primary location: Thiensville United States