OVERVIEW

Milwaukee Private Wealth Management, Inc. is an SEC Registered Investment Advisory (RIA) firm. Jeff Geygan founded the firm in 2007 after a successful twenty-year career with two major Wall Street brokerage companies.

Milwaukee Private Wealth Management manages investment portfolios for individuals, families and foundations. We pride ourselves on a long tradition of value-oriented investing as originally taught by the famous Benjamin Graham & David Dodd in their influential book Security Analysis.

When making investments, Milwaukee Private Wealth Management appraises each issue on a fundamental basis, analyzing income statements, balance sheets and statement of cash-flows. This analysis allows for an appraisal of the company's worth as though the entire business were being purchased. We invest in fractional business ownership through the stock market and favor long-term investing, in many instances holding shares for years.

When we make an investment for a client portfolio, the primary consideration is whether a fractional share of the business can be purchased at a significant discount from its appraised value. This spread is our "margin of safety" which is a basic tenet of our investment discipline. Milwaukee Private Wealth Management pays particular attention to risk adjusted rates of return. We are not concerned with short- term results or market fluctuations, recognizing that pricing is frequently inefficient over the short term. Milwaukee Private Wealth Management seeks to provide long term rates of return in excess of inflation, thus creating real "inflation adjusted" wealth for clients.

We invest alongside our clients, believing that the best investment mangers "eat their own cooking." Milwaukee Private Wealth Management spends a great deal of time monitoring each investment that we hold in client portfolios. We have relatively low amounts of activity due to our long-term investment horizon.

Milwaukee Private Wealth Management portfolios tend to hold relatively few issues compared to the typical Wall Street fund. We like to place only our "best ideas" in portfolios. We believe so strongly in our time-tested investment discipline that we are able to maintain a steadfast, focused approach even during periods of great volatility.

We seek investments of all types, across industry groups and geographic regions throughout the world. Company size or location is of little concern as we simply concentrate on exploiting discrepancies between price and value when analyzing potential investments. This fundamental approach has worked for our founder for many years and we expect it will do so for many years to come.

Milwaukee Private Wealth Management welcomes new client relationships. We have existing client relationships spanning four generations. Please feel free to contact us to discuss whether our investment philosophy is right for you and your family or foundation.

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