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Global Value Investment Corp.
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    • Firm Overview
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      • Milwaukee Institutional Asset Management
      • Milwaukee Private Wealth Management
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Milwaukee Institutional Asset Management (MIAM) provides portfolio management services to institutional clients, primarily registered investment advisors and broker-dealers.

Portfolio management services are offered through separate accounts, allowing for customizability, transparency, and tax efficiency. MIAM interfaces with institutional clients either as a subadvisor or third-party advisor through a wide variety of custodians.

MIAM’s investment solutions offer:

  • Focused portfolios containing individual equity and fixed income securities
  • Differentiated investment strategy that is opportunistic and often contrarian
  • Portfolio customization based on account owners’ unique allocation requirements
  • Rigorous fundamental research underpinning each portfolio holding
  • Operational activism as a tool to create value

MIAM’s team of research analysts and advisory professionals offer a high-touch relationship with a focus on transparency. All portfolio management and investment decisions are communicated clearly and on a timely basis. Our deep operational, trading, and back office experience round out the scope of service you can expect to receive as an institutional client.  

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