Milwaukee Private Wealth Management, Inc.

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1500 W Market St Ste 250
Mequon, WI 53092
+1 (262) 478-0640
http://www.mpwmi.com

History

Milwaukee Private Wealth Management, Inc. was founded in 2007 by Jeff Geygan. The firm offers Investment Research & Advisory services to high net worth investors and institutions. It utilizes a value-oriented investment philosophy with a focus on individual stock and corporate bond analysis.

Specialties

Specialties include: Taking an Activist role on behalf of shareholders to influence company management and board of directors, when necessary. Fostering ongoing contact with a company's senior management which creates opportunities to voice ideas and provide business and financial input. Invests in diverse industry groups and companies of any size. Willing to own domestic or foreign companies as long as economics are sensible and valuations are attractive. Have a deep expertise in financial statement analysis which creates a competitive edge in the marketplace. Holds relatively few securities that are closely monitored followed and well understood. This allows the firm to concentrate only on best ideas. Advises clients from all corners of the globe.

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