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Milwaukee is home to a diverse range of investment management firms, each offering specialized services to meet the financial goals of individuals, families, and institutions. Whether you’re seeking wealth management, private equity, or institutional advisory services, these firms provide tailored solutions with a commitment to excellence. Below is a curated list of top investment management firms in Milwaukee, along with their key offerings and contact details.
Investment Management Firms in Milwaukee
- Cimbria Capital
- Kinetics Mutual Funds
- Baird Advisors
- Capital Investment Services of America, Inc.
- Campbell Newman Asset Management Inc.
- Hilltop Financial Advisors
- Summit Investment Management LTD
- CIBC Capital Markets
- Associated Investment Services Inc.
- National Investment Services (NIS)
1. Cimbria Capital
Cimbria Capital is a private equity investment firm founded in 2015, with offices in Houston, Texas, Milwaukee, Wisconsin, and Blommenslyst, Denmark. The firm specializes in providing growth and expansion capital to companies operating within the Water Economy sector across North America and the Nordics. Cimbria Capital’s mission is to generate superior returns for investors by addressing global challenges related to water, agribusiness, and related industries. The firm employs a value-add approach, offering not only capital but also managerial and operational expertise through its Acceleration Program. Cimbria Capital integrates a robust Environmental, Social, and Governance (ESG) framework into its investment process, emphasizing sustainability and responsible investment practices. The firm’s investment philosophy includes clear exit strategies and straightforward ownership structures to ensure alignment with investor interests. Cimbria Capital’s portfolio encompasses a range of companies focused on innovative solutions in water management, infrastructure, and related sectors.
🔹 Services: Private Equity, Investment Management, ESG Investing
📍 Address: 247 W Freshwater Way, Milwaukee, WI 53204
📞 Phone: 832-916-2137
🔗 Website: Cimbria Capital
📧 Contact: [email protected]
2. Kinetics Mutual Funds
Kinetics Mutual Funds, managed by Horizon Kinetics Asset Management LLC, is an employee-owned investment firm founded in 1994, specializing in long-term, fundamental value investing. With approximately $7.0 billion in assets under management as of March 31, 2024, the firm offers a range of mutual funds, including the Paradigm Fund, Small Cap Opportunities Fund, Multi-Disciplinary Income Fund, Internet Fund, Market Opportunities Fund, Global Fund, and Spin-Off and Corporate Restructuring Fund. Horizon Kinetics’ investment philosophy emphasizes contrarian, research-driven strategies, focusing on identifying undervalued companies with unique business models and long-term growth potential. The firm’s experienced investment team, led by co-founders Peter Doyle and Murray Stahl, maintains significant personal investments in the funds, aligning their interests with those of their clients. Horizon Kinetics operates independently, with primary offices in New York City and White Plains, New York.
🔹 Services: Mutual Funds, Investment Management, Value Investing
📍 Address: 615 E Michigan St, Milwaukee, WI 53202
📞 Phone: 800-930-3828
🔗 Website: Kinetics Funds
📧 Contact: [email protected]
3. Baird Advisors
Baird Asset Management, a division of the employee-owned financial services firm Baird, offers a comprehensive suite of investment solutions encompassing both fixed income and equity strategies. Baird Advisors, the fixed income arm, employs a disciplined, duration-neutral approach focused on identifying numerous small, predictable value opportunities, aiming to consistently add incremental value over benchmark returns and compound this into competitive long-term results for investors. On the equity side, Baird Equity Asset Management provides actively managed, differentiated products across specialized market areas, supported by independent teams and the firm’s robust operational and financial infrastructure. With a commitment to risk-aware investing and long-term performance, Baird Asset Management serves a diverse clientele, including institutional investors, intermediaries, and high-net-worth individuals.
🔹 Services: Fixed Income, Equity Strategies, Investment Management
📍 Address: 777 E Wisconsin Ave, 27th Floor, Milwaukee, WI 53202
📞 Phone: 800-792-2473
🔗 Website: Baird Funds
📧 Contact: [email protected]
4. Capital Investment Services
Capital Investment Services of America, Inc., founded in 1981 and based in Milwaukee, Wisconsin, is an employee-owned, SEC-registered investment advisory firm specializing in custom-tailored portfolios for high-net-worth individuals, trusts, businesses, and charitable organizations. With over $1.2 billion in assets under management as of September 2024, the firm emphasizes a stewardship-driven approach, aligning its interests with clients by investing its own assets alongside theirs. Capital’s investment philosophy centers on simplicity and effectiveness, offering blended portfolios of high-quality, growth-oriented businesses and carefully selected bonds to achieve diversification without unnecessary complexity. The firm’s commitment to integrity and personalized service is evident in its client-centric process, which includes discovery, evaluation, and implementation phases designed to understand and meet each client’s unique financial objectives.
🔹 Services: Investment Management, Wealth Preservation, Portfolio Diversification
📍 Address: 111 E Wisconsin Ave #1310, Milwaukee, WI 53202
📞 Phone: 800-345-6462
🔗 Website: Capital Investment Services
📧 Contact: [email protected]
5. Campbell Newman Asset Management Inc.
Campbell Newman Asset Management is a 100% employee-owned boutique investment management firm based in Milwaukee, Wisconsin, serving institutional, intermediary, and private clients. Founded in 1977, the firm offers two primary strategies: the Large Cap Dividend Growth strategy, launched in 2003, which focuses on high-quality, dividend-growing companies to provide total return with lower volatility; and the Small Cap Growth strategy, introduced in 2014, targeting profitable small-cap companies for capital appreciation. Campbell Newman’s investment philosophy emphasizes high-conviction, bottom-up stock selection, aiming to participate in up-markets and protect in down-markets, striving to outperform relevant benchmarks over full market cycles.
🔹 Services: Investment Management, Large Cap Dividend Growth, Small Cap Growth Strategies
📍 Address: 330 E Kilbourn Ave #1125, Milwaukee, WI 53202
📞 Phone: 414-908-6670
🔗 Website: Campbell Newman
📧 Contact: [email protected]
6. Hilltop Financial Advisors
Hilltop Financial Advisors is a fee-only financial planning firm based in Wauwatosa, Wisconsin, dedicated to helping rising professionals and growing families achieve their ideal lives through personalized, values-based financial guidance. Founded by Certified Financial Planner™ Erik Kroll, the firm emphasizes aligning financial strategies with clients’ core values to provide clarity and confidence in decision-making. Hilltop offers comprehensive services, including financial planning, investment management, and specialized student loan analysis, particularly through its subsidiary, Student Loans Over 50 (SL50), which assists older adults in managing federal student loans.
🔹 Services: Investment Management, Financial Planning, Student Loan Advisory
📍 Address: 445 S Moorland Rd #100, Milwaukee, WI 53201
📞 Phone: 414-944-1867
🔗 Website: Hilltop Financial Advisors
📧 Contact: [email protected]
7. Summit Investment Management LTD
Summit Investment Management is a Milwaukee-based, fee-only financial advisory firm founded in 1987, specializing in personalized investment portfolio management and comprehensive financial planning services. The firm employs a collaborative, client-centered approach, guiding individuals and families through their financial journeys—whether they are just beginning to build wealth or are navigating retirement. Summit offers tailored investment strategies, including growth-oriented and income-generating portfolios, such as their Equity Yield portfolio designed to provide steady dividend income with lower volatility.
🔹 Services: Investment Management, Retirement Planning, Tax-Efficient Strategies
📍 Address: 5005 W Loomis Rd Suite 200, Milwaukee, WI 53202
📞 Phone: 414-291-4488
🔗 Website: Summit Investment Management
📧 Contact: [email protected]
8. CIBC Capital Markets
CIBC US Middle Market Investment Banking is a Milwaukee-based advisory firm specializing in mergers and acquisitions, as well as private debt and equity capital raises for private companies, private equity funds, and corporations. With a strong track record of over 200 transactions totaling more than $20 billion in the past five years, the firm brings deep expertise across key sectors including industrials, business services, consumer, software & technology, and healthcare. Their approach is characterized by a commitment to delivering tailored, market-driven solutions, leveraging extensive industry knowledge and capital markets experience.
🔹 Services: Investment Management, M&A Advisory, Capital Raising
📍 Address: 411 E Wisconsin Ave #1850, Milwaukee, WI 53202
📞 Phone: 414-291-4500
🔗 Website: CIBC Capital Markets
📧 Contact: [email protected]
9. Associated Investment Services Inc
Associated Bank offers a comprehensive suite of personal insurance and risk management solutions through its Associated Investment Services division. These services include term life, whole life, and long-term care insurance, as well as wealth transfer strategies and estate planning tools, all tailored to help clients protect their families, manage financial risks, and plan for the future. Clients have convenient access to financial advisors across more than 100 communities in Illinois, Minnesota, and Wisconsin.
🔹 Services: Investment Management, Insurance Solutions, Estate Planning
📍 Address: 10701 W National Ave STE 100, Milwaukee, WI 53227
📞 Phone: 414-329-5122
🔗 Website: Associated Bank
📧 Contact: [email protected]
10. National Investment Services
National Investment Services (NIS) is a Milwaukee-based investment management firm specializing in institutional and high-net-worth wealth solutions. With decades of experience, NIS provides customized portfolio management, fiduciary advisory services, and disciplined investment strategies tailored to long-term objectives. Their team emphasizes risk-managed growth through diversified asset allocation, including equities, fixed income, and alternative investments.
🔹 Services: Investment Management, Institutional Advisory, Asset Allocation
📍 Address: 777 E Wisconsin Ave Ste 2350, Milwaukee, WI 53202
📞 Phone: 414-765-1980
🔗 Website: National Investment Services
📧 Contact: [email protected]
Milwaukee’s investment management landscape offers a robust selection of firms, each with distinct strengths—from ESG-focused private equity to dividend-growth strategies and institutional advisory. When selecting a firm, consider their specialization, fee structure, and alignment with your financial goals. Many provide free initial consultations to explore fit. For broader comparisons, tools like the SEC’s Investment Adviser Public Disclosure database can supplement your research.
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