{"id":17491,"date":"2025-05-12T15:54:17","date_gmt":"2025-05-12T15:54:17","guid":{"rendered":"https:\/\/pillarwm.com\/investment-firms\/?page_id=17491"},"modified":"2025-05-12T15:54:17","modified_gmt":"2025-05-12T15:54:17","slug":"milwaukee-to-consider","status":"publish","type":"page","link":"https:\/\/pillarwm.com\/investment-firms\/milwaukee-to-consider\/","title":{"rendered":"Investment Firms in Milwaukee To Consider"},"content":{"rendered":"\n<div class=\"gb-element-b5b2d16e\">\n<div><!-- HFCM by 99 Robots - Snippet # 4: Dynamic TOC -->\n<div class=\"toc-sidebar\" id=\"toc\">\r\n  <div class=\"toc-title\" onclick=\"toggleTOC()\">\r\n    Table of Content\r\n    <span class=\"toc-toggle-icon\">\u25bc<\/span>\r\n  <\/div>\r\n  <nav class=\"toc-nav\" id=\"toc-nav\"><\/nav>\r\n<\/div>\r\n\r\n\r\n<style>\r\n\/* TOC Sidebar *\/\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px;\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: 80vh;\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px; \/* Distance from top of viewport *\/\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: calc(100vh - 120px);\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n\r\n\/* TOC title *\/\r\n.toc-title {\r\n  font-weight: bold;\r\n  font-size: 16px;\r\n  margin-bottom: 10px;\r\n  display: flex;\r\n  justify-content: space-between;\r\n  align-items: center;\r\n  cursor: pointer;\r\n}\r\n\r\n\/* Toggle icon *\/\r\n.toc-toggle-icon {\r\n  font-size: 14px;\r\n  transition: transform 0.3s ease;\r\n}\r\n\r\n.toc-collapsed .toc-toggle-icon {\r\n  transform: rotate(-90deg);\r\n}\r\n\r\n\/* Collapse behavior *\/\r\n.toc-collapsed #toc-nav {\r\n  max-height: 0;\r\n  opacity: 0;\r\n  overflow: hidden;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n#toc-nav {\r\n  max-height: 1000px;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n\/* TOC links *\/\r\n.toc-nav a {\r\n  display: block;\r\n  margin-bottom: 6px;\r\n  color: #333;\r\n  text-decoration: none;\r\n  padding-left: 0;\r\n  transition: all 0.2s ease;\r\n}\r\n\r\n.toc-nav a:hover {\r\n  color: #0073aa;\r\n  padding-left: 5px;\r\n}\r\n\r\n\/* Indented H3 links *\/\r\n.toc-nav a.toc-h3 {\r\n  padding-left: 15px;\r\n  font-size: 13px;\r\n}\r\n\r\n\/* Hide on mobile *\/\r\n@media screen and (max-width: 768px) {\r\n  .toc-sidebar {\r\n    display: none;\r\n  }\r\n}\r\n<\/style>\r\n\r\n\n<!-- \/end HFCM by 99 Robots -->\n\n<\/div>\n\n\n\n<div>\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/Investment-Firms-in-Milwaukee-To-Consider-1024x701.jpeg\" alt=\"Investment Firms in Milwaukee To Consider\" class=\"wp-image-45482\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/Investment-Firms-in-Milwaukee-To-Consider-1024x701.jpeg 1024w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/Investment-Firms-in-Milwaukee-To-Consider-768x525.jpeg 768w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/Investment-Firms-in-Milwaukee-To-Consider-600x411.jpeg 600w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/Investment-Firms-in-Milwaukee-To-Consider.jpeg 1216w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>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&#8217;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.<\/p>\n\n\n\n<p><strong>Investment Management Firms in Milwaukee<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Cimbria Capital<\/strong><\/li>\n\n\n\n<li><strong>Kinetics Mutual Funds<\/strong><\/li>\n\n\n\n<li><strong>Baird Advisors<\/strong><\/li>\n\n\n\n<li><strong>Capital Investment Services of America, Inc.<\/strong><\/li>\n\n\n\n<li><strong>Campbell Newman Asset Management Inc.<\/strong><\/li>\n\n\n\n<li><strong>Hilltop Financial Advisors<\/strong><\/li>\n\n\n\n<li><strong>Summit Investment Management LTD<\/strong><\/li>\n\n\n\n<li><strong>CIBC Capital Markets<\/strong><\/li>\n\n\n\n<li><strong>Associated Investment Services Inc.<\/strong><\/li>\n\n\n\n<li><strong>National Investment Services (NIS)<\/strong><\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>1. Cimbria Capital<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdP3JJGj59KuzmM2985J9YNlciiqLPB8JXCD4J9EhFyfVN3cQUq60uWpiIE95i6uv914NsCALsS8YfpF78Gzni0bZoiKTiGCCnIewdkrZerHimt1pmJJMS-gmihni9l_dEgXVRd.jpg\" alt=\"\" class=\"wp-image-45483\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdP3JJGj59KuzmM2985J9YNlciiqLPB8JXCD4J9EhFyfVN3cQUq60uWpiIE95i6uv914NsCALsS8YfpF78Gzni0bZoiKTiGCCnIewdkrZerHimt1pmJJMS-gmihni9l_dEgXVRd.jpg 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdP3JJGj59KuzmM2985J9YNlciiqLPB8JXCD4J9EhFyfVN3cQUq60uWpiIE95i6uv914NsCALsS8YfpF78Gzni0bZoiKTiGCCnIewdkrZerHimt1pmJJMS-gmihni9l_dEgXVRd-600x362.jpg 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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\u2019s 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\u2019s investment philosophy includes clear exit strategies and straightforward ownership structures to ensure alignment with investor interests. Cimbria Capital\u2019s portfolio encompasses a range of companies focused on innovative solutions in water management, infrastructure, and related sectors.<\/p>\n\n\n\n<p>\ud83d\udd39 <strong>Services:<\/strong> Private Equity, Investment Management, ESG Investing<br>\ud83d\udccd <strong>Address:<\/strong> 247 W Freshwater Way, Milwaukee, WI 53204<br>\ud83d\udcde <strong>Phone:<\/strong> 832-916-2137<br>\ud83d\udd17 <strong>Website:<\/strong> <a href=\"http:\/\/cimbriacapital.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Cimbria Capital<br><\/a>\ud83d\udce7 <strong>Contact:<\/strong> <a href=\"https:\/\/mailto:sr@cimbriacapital.com\/\" rel=\"nofollow noopener\" target=\"_blank\">sr@cimbriacapital.com<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>2. Kinetics Mutual Funds<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcm_nmDcS00L_0DfqsBDPl1YzMWAWSMO4t-Rqushf-DnRzoMvd8s6QqkHp67jo-mzth4JMIVPNXoGxiAD2Ti31pN2SAZDfwxMJJMVLV2_QhrHGcR-4KJT_qY3SzvV_iyuzbyPegkg.jpg\" alt=\"\" class=\"wp-image-45488\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcm_nmDcS00L_0DfqsBDPl1YzMWAWSMO4t-Rqushf-DnRzoMvd8s6QqkHp67jo-mzth4JMIVPNXoGxiAD2Ti31pN2SAZDfwxMJJMVLV2_QhrHGcR-4KJT_qY3SzvV_iyuzbyPegkg.jpg 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcm_nmDcS00L_0DfqsBDPl1YzMWAWSMO4t-Rqushf-DnRzoMvd8s6QqkHp67jo-mzth4JMIVPNXoGxiAD2Ti31pN2SAZDfwxMJJMVLV2_QhrHGcR-4KJT_qY3SzvV_iyuzbyPegkg-600x362.jpg 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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\u2019 investment philosophy emphasizes contrarian, research-driven strategies, focusing on identifying undervalued companies with unique business models and long-term growth potential. The firm\u2019s 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.<\/p>\n\n\n\n<p>\ud83d\udd39 <strong>Services:<\/strong> Mutual Funds, Investment Management, Value Investing<br>\ud83d\udccd <strong>Address:<\/strong> 615 E Michigan St, Milwaukee, WI 53202<br>\ud83d\udcde <strong>Phone:<\/strong> 800-930-3828<br>\ud83d\udd17 <strong>Website:<\/strong> <a href=\"http:\/\/kineticsfunds.com\/contact-us\/\" rel=\"nofollow noopener\" target=\"_blank\">Kinetics Funds<br><\/a>\ud83d\udce7 <strong>Contact:<\/strong> <a href=\"https:\/\/mailto:buly@horizonkinetics.com\/\" rel=\"nofollow noopener\" target=\"_blank\">buly@horizonkinetics.com<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>3. Baird Advisors<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcggxu48zjz1u8ztDIjDS9ZXRakbFvyTKUVnOuuGK-wmJx9HteM1WhhwXxWWeYWSNyywOY0iIE2E7KqbFIRkOOkTaymo2kWcrU4pOQ1fsiDJWkTDGsQHlg027fFQSRQ0h41eb_-_A.jpg\" alt=\"\" class=\"wp-image-45489\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcggxu48zjz1u8ztDIjDS9ZXRakbFvyTKUVnOuuGK-wmJx9HteM1WhhwXxWWeYWSNyywOY0iIE2E7KqbFIRkOOkTaymo2kWcrU4pOQ1fsiDJWkTDGsQHlg027fFQSRQ0h41eb_-_A.jpg 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcggxu48zjz1u8ztDIjDS9ZXRakbFvyTKUVnOuuGK-wmJx9HteM1WhhwXxWWeYWSNyywOY0iIE2E7KqbFIRkOOkTaymo2kWcrU4pOQ1fsiDJWkTDGsQHlg027fFQSRQ0h41eb_-_A-600x362.jpg 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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\u2019s 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.<\/p>\n\n\n\n<p>\ud83d\udd39 <strong>Services:<\/strong> Fixed Income, Equity Strategies, Investment Management<br>\ud83d\udccd <strong>Address:<\/strong> 777 E Wisconsin Ave, 27th Floor, Milwaukee, WI 53202<br>\ud83d\udcde <strong>Phone:<\/strong> 800-792-2473<br>\ud83d\udd17 <strong>Website:<\/strong> <a href=\"http:\/\/www.bairdfunds.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Baird Funds<br><\/a>\ud83d\udce7 <strong>Contact:<\/strong> <a href=\"https:\/\/mailto:rzwiebel@rwbaird.com\/\" rel=\"nofollow noopener\" target=\"_blank\">rzwiebel@rwbaird.com<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>4. Capital Investment Services<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfgAs4RwmR_fUJlSkJFyRYLGVr3IJnGUmeZ6NU4RLW0k3yUxaUbofcxbAh96_UUuTynG-5NjYruShJ-CozTcY0xSq3cTM3iNvf2kGpPqi2tPmw9NQJPCQo8lxAygpMlv3-HF1paWg.jpg\" alt=\"\" class=\"wp-image-45486\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfgAs4RwmR_fUJlSkJFyRYLGVr3IJnGUmeZ6NU4RLW0k3yUxaUbofcxbAh96_UUuTynG-5NjYruShJ-CozTcY0xSq3cTM3iNvf2kGpPqi2tPmw9NQJPCQo8lxAygpMlv3-HF1paWg.jpg 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfgAs4RwmR_fUJlSkJFyRYLGVr3IJnGUmeZ6NU4RLW0k3yUxaUbofcxbAh96_UUuTynG-5NjYruShJ-CozTcY0xSq3cTM3iNvf2kGpPqi2tPmw9NQJPCQo8lxAygpMlv3-HF1paWg-600x362.jpg 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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\u2019s 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\u2019s 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\u2019s unique financial objectives.<\/p>\n\n\n\n<p>\ud83d\udd39 <strong>Services:<\/strong> Investment Management, Wealth Preservation, Portfolio Diversification<br>\ud83d\udccd <strong>Address:<\/strong> 111 E Wisconsin Ave #1310, Milwaukee, WI 53202<br>\ud83d\udcde <strong>Phone:<\/strong> 800-345-6462<br>\ud83d\udd17 <strong>Website:<\/strong> <a href=\"https:\/\/www.capinv.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Capital Investment Services<br><\/a>\ud83d\udce7 <strong>Contact:<\/strong> <a href=\"https:\/\/mailto:mwcarlson@capinv.com\/\" rel=\"nofollow noopener\" target=\"_blank\">mwcarlson@capinv.com<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>5. Campbell Newman Asset Management Inc.<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdurZGxQMYeGFZlOz5ALKjTP2z6FBXA3WSwP-3HvhKyVY-vdGQx7EBiRgSx5ZJqrLS_hs2qRgDPGDu6DG3MRwXXhEqRa_aX9eDNEHCzies3TiGSIL7bt5LtmmL3clZwm6HAsA7Ubw.jpg\" alt=\"\" class=\"wp-image-45487\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdurZGxQMYeGFZlOz5ALKjTP2z6FBXA3WSwP-3HvhKyVY-vdGQx7EBiRgSx5ZJqrLS_hs2qRgDPGDu6DG3MRwXXhEqRa_aX9eDNEHCzies3TiGSIL7bt5LtmmL3clZwm6HAsA7Ubw.jpg 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdurZGxQMYeGFZlOz5ALKjTP2z6FBXA3WSwP-3HvhKyVY-vdGQx7EBiRgSx5ZJqrLS_hs2qRgDPGDu6DG3MRwXXhEqRa_aX9eDNEHCzies3TiGSIL7bt5LtmmL3clZwm6HAsA7Ubw-600x362.jpg 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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\u2019s 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.<\/p>\n\n\n\n<p>\ud83d\udd39 <strong>Services:<\/strong> Investment Management, Large Cap Dividend Growth, Small Cap Growth Strategies<br>\ud83d\udccd <strong>Address:<\/strong> 330 E Kilbourn Ave #1125, Milwaukee, WI 53202<br>\ud83d\udcde <strong>Phone:<\/strong> 414-908-6670<br>\ud83d\udd17 <strong>Website:<\/strong> <a href=\"http:\/\/www.campbellnewman.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Campbell Newman<br><\/a>\ud83d\udce7 <strong>Contact:<\/strong> <a href=\"https:\/\/mailto:jbonnell@campbellnewman.com\/\" rel=\"nofollow noopener\" target=\"_blank\">jbonnell@campbellnewman.com<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>6. Hilltop Financial Advisors<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXekNFeIdnn_fP86hmJbLKqK5wPsWFR-Nq_GhnOl0ga-SUK2oiML2Mgwd2UczyC7d_9PvxfG4uDbpqreFGyuEMybq9i3SrfLrHfcF1X8cCvR_K4UItiVXj1LiakQTfUDs1y6NY_g-w.jpg\" alt=\"\" class=\"wp-image-45491\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXekNFeIdnn_fP86hmJbLKqK5wPsWFR-Nq_GhnOl0ga-SUK2oiML2Mgwd2UczyC7d_9PvxfG4uDbpqreFGyuEMybq9i3SrfLrHfcF1X8cCvR_K4UItiVXj1LiakQTfUDs1y6NY_g-w.jpg 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXekNFeIdnn_fP86hmJbLKqK5wPsWFR-Nq_GhnOl0ga-SUK2oiML2Mgwd2UczyC7d_9PvxfG4uDbpqreFGyuEMybq9i3SrfLrHfcF1X8cCvR_K4UItiVXj1LiakQTfUDs1y6NY_g-w-600x362.jpg 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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\u2122 Erik Kroll, the firm emphasizes aligning financial strategies with clients\u2019 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.<\/p>\n\n\n\n<p>\ud83d\udd39 <strong>Services:<\/strong> Investment Management, Financial Planning, Student Loan Advisory<br>\ud83d\udccd <strong>Address:<\/strong> 445 S Moorland Rd #100, Milwaukee, WI 53201<br>\ud83d\udcde <strong>Phone:<\/strong> 414-944-1867<br>\ud83d\udd17 <strong>Website:<\/strong> <a href=\"https:\/\/www.hilltopfa.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Hilltop Financial Advisors<br><\/a>\ud83d\udce7 <strong>Contact:<\/strong> <a href=\"https:\/\/mailto:ekroll@hilltopfa.com\/\" rel=\"nofollow noopener\" target=\"_blank\">ekroll@hilltopfa.com<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>7. Summit Investment Management LTD<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcJbmlCu_3sQtUUoHnumHZqS5jye8PVfa8YusC9cK-LDpTp_I1g9zz1oHnG6bZDMTlZZ5P0ON3drX1y09HtV_KNQK4oaQiRymLQofHJpMEmNdIy3liC-Kf-3BzvScAnn8JD40sofg.jpg\" alt=\"\" class=\"wp-image-45490\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcJbmlCu_3sQtUUoHnumHZqS5jye8PVfa8YusC9cK-LDpTp_I1g9zz1oHnG6bZDMTlZZ5P0ON3drX1y09HtV_KNQK4oaQiRymLQofHJpMEmNdIy3liC-Kf-3BzvScAnn8JD40sofg.jpg 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcJbmlCu_3sQtUUoHnumHZqS5jye8PVfa8YusC9cK-LDpTp_I1g9zz1oHnG6bZDMTlZZ5P0ON3drX1y09HtV_KNQK4oaQiRymLQofHJpMEmNdIy3liC-Kf-3BzvScAnn8JD40sofg-600x362.jpg 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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\u2014whether 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.<\/p>\n\n\n\n<p>\ud83d\udd39 <strong>Services:<\/strong> Investment Management, Retirement Planning, Tax-Efficient Strategies<br>\ud83d\udccd <strong>Address:<\/strong> 5005 W Loomis Rd Suite 200, Milwaukee, WI 53202<br>\ud83d\udcde <strong>Phone:<\/strong> 414-291-4488<br>\ud83d\udd17 <strong>Website:<\/strong> <a href=\"http:\/\/www.suminvest.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Summit Investment Management<br><\/a>\ud83d\udce7 <strong>Contact:<\/strong> <a href=\"https:\/\/mailto:laura@cornins.com\/\" rel=\"nofollow noopener\" target=\"_blank\">laura@cornins.com<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>8. CIBC Capital Markets<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfDFDj4BXCsXQYlKFa-dlxVP1DFtwPTK8bjKW2TcgIBCge6veMJkWS6p-8kacPyvgHh691y68uDzByxZrS7VVCzXEMlqlXWszarH_dsGia1gJlLTNzzqwhFfrn0ZBsZKJZTqH0f.jpg\" alt=\"\" class=\"wp-image-45484\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfDFDj4BXCsXQYlKFa-dlxVP1DFtwPTK8bjKW2TcgIBCge6veMJkWS6p-8kacPyvgHh691y68uDzByxZrS7VVCzXEMlqlXWszarH_dsGia1gJlLTNzzqwhFfrn0ZBsZKJZTqH0f.jpg 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfDFDj4BXCsXQYlKFa-dlxVP1DFtwPTK8bjKW2TcgIBCge6veMJkWS6p-8kacPyvgHh691y68uDzByxZrS7VVCzXEMlqlXWszarH_dsGia1gJlLTNzzqwhFfrn0ZBsZKJZTqH0f-600x362.jpg 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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 &amp; technology, and healthcare. Their approach is characterized by a commitment to delivering tailored, market-driven solutions, leveraging extensive industry knowledge and capital markets experience.<\/p>\n\n\n\n<p>\ud83d\udd39 <strong>Services:<\/strong> Investment Management, M&amp;A Advisory, Capital Raising<br>\ud83d\udccd <strong>Address:<\/strong> 411 E Wisconsin Ave #1850, Milwaukee, WI 53202<br>\ud83d\udcde <strong>Phone:<\/strong> 414-291-4500<br>\ud83d\udd17 <strong>Website:<\/strong> <a href=\"https:\/\/cibcusmmib.com\/\" rel=\"nofollow noopener\" target=\"_blank\">CIBC Capital Markets<br><\/a>\ud83d\udce7 <strong>Contact:<\/strong> <a href=\"https:\/\/mailto:contact@cibccm.com\/\" rel=\"nofollow noopener\" target=\"_blank\">contact@cibccm.com<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>9. Associated Investment Services Inc<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfGXQVciczTscMGydtfYWRtrIKMpuGKYjYnYNd162pvvVrMJwsZiQd9UNuAZH-K7Z-3-g4bCokwMd-ex76BI45yvy53TURoD0Wfs9ovUv5gLtgstWc3uNHOwBrvm-DRwnHNXsRg7w.jpg\" alt=\"\" class=\"wp-image-45485\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfGXQVciczTscMGydtfYWRtrIKMpuGKYjYnYNd162pvvVrMJwsZiQd9UNuAZH-K7Z-3-g4bCokwMd-ex76BI45yvy53TURoD0Wfs9ovUv5gLtgstWc3uNHOwBrvm-DRwnHNXsRg7w.jpg 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfGXQVciczTscMGydtfYWRtrIKMpuGKYjYnYNd162pvvVrMJwsZiQd9UNuAZH-K7Z-3-g4bCokwMd-ex76BI45yvy53TURoD0Wfs9ovUv5gLtgstWc3uNHOwBrvm-DRwnHNXsRg7w-600x362.jpg 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>\ud83d\udd39 <strong>Services:<\/strong> Investment Management, Insurance Solutions, Estate Planning<br>\ud83d\udccd <strong>Address:<\/strong> 10701 W National Ave STE 100, Milwaukee, WI 53227<br>\ud83d\udcde <strong>Phone:<\/strong> 414-329-5122<br>\ud83d\udd17 <strong>Website:<\/strong> <a href=\"https:\/\/www.associatedbank.com\/personal\/invest\/associated-investment-services-online\" rel=\"nofollow noopener\" target=\"_blank\">Associated Bank<br><\/a>\ud83d\udce7 <strong>Contact:<\/strong> <a href=\"https:\/\/mailto:jackie.borgwardt@associatedbank.com\/\" rel=\"nofollow noopener\" target=\"_blank\">jackie.borgwardt@associatedbank.com<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>10. National Investment Services<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXd9ASLiuzVhVYtRuFdCXrPX3AOXwwyOOnoKurnFnYwnRGGbJ1rf_v-YVFR-pnBRXF2DPPToqn_d7Irv3XlGUZ_D-Iga9MXzQzVT5l86Fcdmjc53-R2Aicyde19E8PQL48-UjvCAJg.jpg\" alt=\"\" class=\"wp-image-45492\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXd9ASLiuzVhVYtRuFdCXrPX3AOXwwyOOnoKurnFnYwnRGGbJ1rf_v-YVFR-pnBRXF2DPPToqn_d7Irv3XlGUZ_D-Iga9MXzQzVT5l86Fcdmjc53-R2Aicyde19E8PQL48-UjvCAJg.jpg 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXd9ASLiuzVhVYtRuFdCXrPX3AOXwwyOOnoKurnFnYwnRGGbJ1rf_v-YVFR-pnBRXF2DPPToqn_d7Irv3XlGUZ_D-Iga9MXzQzVT5l86Fcdmjc53-R2Aicyde19E8PQL48-UjvCAJg-600x362.jpg 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>\ud83d\udd39 <strong>Services:<\/strong> Investment Management, Institutional Advisory, Asset Allocation<br>\ud83d\udccd <strong>Address:<\/strong> 777 E Wisconsin Ave Ste 2350, Milwaukee, WI 53202<br>\ud83d\udcde <strong>Phone:<\/strong> 414-765-1980<br>\ud83d\udd17 <strong>Website:<\/strong> <a href=\"https:\/\/www.nisi.net\/\" rel=\"nofollow noopener\" target=\"_blank\">National Investment Services<br><\/a>\ud83d\udce7 <strong>Contact:<\/strong> <a href=\"https:\/\/mailto:lhaslee@nisi.net\/\" rel=\"nofollow noopener\" target=\"_blank\">lhaslee@nisi.net<\/a><\/p>\n\n\n\n<p>Milwaukee\u2019s investment management landscape offers a robust selection of firms, each with distinct strengths\u2014from ESG-focused private equity to dividend-growth strategies&nbsp; 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\u2019s Investment Adviser Public Disclosure database can supplement your research.<\/p>\n\n\n<!-- HFCM by 99 Robots - Snippet # 1: Awards Layout -->\n<div id=\"badge\" class=\"badge_section\">\r\n<span class=\"badge_heading\"><b>Is your business featured in this article?<\/b><\/span>\r\n<p class=\"badge_text\">Showcase your recognition by adding our award badge to your website! 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