Milwaukee Institutional Asset Management (MIAM) is the institutional client division of Global Value Investment Corp.
MIAM provides investment advisory services to institutional investors such as Registered Investment Advisory firms and their Investment Advisory Representatives, as well as Broker-Dealers and their Registered Representatives. We work with institutional investors as either a sub-advisor or third-party manager.
- Differentiated Investment solution based on value-oriented principles
- SMA format, customized portfolios
- Rigorous research
- Individual debt and equity securities with clearly articulated thesis
- Concentrated on our best ideas
- Shareholder activism
We value the success of your business, providing you opportunities for greater relationship development with your existing clients. In addition, we are available to present at on-site investment seminars to help you build your business.
MIAM research analysts are available for client meetings via phone or in person as requested. We provide written investment thesis summaries suitable for client distribution. Further supporting documentation is periodically generated to provide updates on holdings.
MIAM interfaces with multiple account custodians. We provide quality SMA account reports for your clients as requested.
Milwaukee Institutional Asset 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.