Investment Research and Portfolio Management Services
We seek long-term capital appreciation through disciplined fundamental analysis and opportunistic capital allocation.
Milwaukee Institutional Asset Management provides portfolio management services to institutional clients in a separate account format as a subadvisor or third-party advisor.Learn More
Global Value Research Company performs initial and ongoing investment analysis on equity and debt securities included in client portfolios and disseminates investment research.Learn More
Global Value Partners engages in sophisticated investment strategies designed to effect operational changes at target companies with the objective of substantial capital appreciation.Learn More
Milwaukee Private Wealth Management provides investment advisory services to individuals, families, and organizations.Learn More