Milwaukee Private Wealth Management Information

Global Value Investment Corp. offers investment research & advisory services utilizing value-oriented investment principles. The firm’s Associates provide financial, estate, and tax planning to individual clients. Institutional clients of the firm work in partnership offering separately managed account services to their clients. The firm offers both research and portfolio management services. Thorough financial statement analysis continues to be the cornerstone of the firm’s success. Organization The firm is organized into three operating divisions & a partnership: • Milwaukee Institutional Asset Management serves investment professionals • Milwaukee Private Wealth Management serve individuals, families, and charitable organizations • Global Value Research Company provides institutional investment research Global Value Partners LLC is a single purpose investment vehicle investing in companies in which a control position is established to affect change and increase value. Investment Principles: When making investments, the firm's research analysts appraise each issue on a fundamental basis. This analysis allows for an appraisal of the company's worth as though the entire business were being purchased. When making investments the primary consideration is whether a fractional share of the business can be purchased at a significant discount from its appraised value. When appropriate, the firm will communicate directly with a company’s Board of Directors to exert influence. The firm takes seriously the defense of shareholder rights and providing a voice for all long-term shareholders that uniquely combines the firm’s fundamental analysis and ability to offer solutions to impact performance.