Milwaukee Private Wealth Management (MPWM) is the individual and family client division of Global Value Investment Corp.
MPWM provides investment advisory services utilizing value-oriented investment principles. Our advisory services are focused on working with clients to achieve long-term goals and create additional net-worth over time. We seek to understand each client’s specific financial circumstance and offer informed advice for any eventuality.
Our engagement often includes meeting with your legal and/or tax counsel to understand intergenerational gifting, estate planning, and income tax preparation. We work in collaboration with other professionals to create appropriate solutions. We take great pride in developing a comprehensive understanding of each unique circumstance and providing advice based on our many years of experience in investments, as well as other areas related to financial health.
Client portfolios are managed separately. We typically hold 18-22 equity securities, and 6-8 debt securities. Each equity position must have the potential to provide above average returns over a long investment time frame, while possessing an adequate margin of safety to provide capital protection. Debt securities are used to balance the inherent uncertainty in equity investing. Client portfolios vary in their percentages of equity or debt.
We strive to educate and inform clients about what they own and why they own it. The firm’s principal owners believe it is good practice to hold the very same securities we recommend, thus aligning our interests with those of our clients.
MPWM clients are spread across the United States and come from many different walks-of-life. What unites them is the level of trust they place in us. We take their trust very seriously and work continuously to earn it. It is no wonder that many of our clients have been with us for several generations.
Milwaukee Private Wealth Management, a division of Global Value Investment Corp, claims compliance with the CFA Institute Asset Manager Code of Professional Conduct. This claim has not been verified by CFA Institute (for additional information visit www.CFAinstitute.org). The firm is able to work with Institutional clients in all fifty states.