no credit card required  No credit card. No commitment.
 5000 plus G2 reviews  5000+ G2 reviews
Company logo

The Milwaukee Company

The Milwaukee Company


The Milwaukee Company's financial review

Employees

10


The Milwaukee Company information

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 bon...
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.

The Milwaukee Company industries

Wealth management
Trusts
Estate planning
Tax management

The Milwaukee Company's financial review

Employees

10

Technologies

Email Providers
Hosting
Tag Management
Analytics and Tracking

Notable Alumni

Art Hartung
Financial Advisor, Consultant
Lombard Securities Incorporated
Robert Clu
Manager Planning and Innovations
HECKMANN FINANCIAL
Shelly-Rae Smith
Team Lead - Access Control Services
Thomson Reuters
Bill McGinnis
President & Director of Meeting Facilitation
Professional Meeting Facilitator, LLC
Michael Curran
Consultant, Transitions
Northwestern Mutual

Employees

Financial Analyst
Director of Analytics
Finance Intern
Director of Operations

Prospect on LinkedIn

Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Download ExtensionRepresents linkedin prospector
Browse Apollo's Directories

Why our clients choose Apollo

“Apollo completely changed the game for us. It allowed us to identify relevant targets that are ready to scale and reach out to them at the exact right time.”
Image of Erik Straub

Erik Straub

Head of Product, Kickfurther

“Using Apollo.io, we've solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects.”
Image of Michael Transon

Michael Transon

CEO, Victorious

Apollo gives you all the company insights you need

Free to get started, easy to add your whole sales team, commit to monthly or annual plans. We make it easy to get started.