THE MILWAUKEE COMPANY

Jay McKee founded the firm in 2009 and leads the investment committee. McKee's public commentary consistently emphasizes factor-based ETF allocation, monetary-policy analysis, and a value-conscious macro overlay. The firm does not publicly list additional portfolio managers, suggesting a centralized investment process under McKee's direct oversight.

The firm is structured as a registered investment advisor operating under a fiduciary standard, not a broker-dealer. This means it is legally obligated to place client interests ahead of its own revenue considerations. The firm has used this distinction explicitly in its public positioning, drawing a contrast with commission-based models.

The firm uses a macro-driven, factor-tilted ETF strategy it calls the Next Generation ETF Portfolio. Rather than picking individual stocks or manager funds, the firm selects passive vehicles and applies tactical overweight and underweight decisions based on its assessment of monetary conditions, sector cycles, and factor performance. Public writings highlight commodities and value equities as recurrent tactical positions.

The firm describes its approach as blending passive building blocks with active tactical decisions. The core of the portfolio uses broad-market ETFs, but the firm actively adjusts factor exposures and sector allocations in response to changing macro conditions. It is not a pure buy-and-hold index shop.

There is no public record of a separately branded philanthropic foundation, operating company, or real-asset vehicle affiliated with the firm. The Milwaukee Company appears to operate as a single-entity fiduciary RIA without adjacent business lines.