Greetings, and thank you for visiting my blog. My name is Andrew J. Willms (a/k/a Mr. Market Commentator) and I am the Founder and Chief Executive Officer of The Milwaukee Company, a fee-only registered investment advisory firm located in Thiensville, Wisconsin.
Unlike market prognosticators who base their investment advice on their ability to forecast the future and outsmart the market, our team of advisors believes investment success is driven primarily by rules based, academically sound portfolio construction and tactical asset allocation, not stock picking and frequent trading.
At the same time, my 30 plus years of experience as an estate planning lawyer has taught me that some of the most important financial decisions have little to do with traditional portfolio management. Examples include income tax planning, insurance planning, maximizing the benefits associated with qualified retirement accounts, transferring wealth to future generations, charitable giving, and asset protection.
The Milwaukee Company acts in our clients’ best interests and does not put our interest ahead of our clients. If you would like to discuss ways we can be of service with your personal investments please contact me.
Andrew J. Willms, JD. LL.M (a/k/a Mr. Market Commentator)