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Thomas Matthew Molosky

Advisor at Global Value Investment Corporation — Milwaukee, WI

Updated today

Credentials

Series 63, Series 65

Experience

12 years

Location

Milwaukee, WI 53202

Global Value Investment Corporation logo

Global Value Investment Corporation

Supported

Total advisors

4

Across 4 offices

Clients per advisor

44 Typical

Avg AUM per client

$1,111,026 High

HNW client ratio

31% Typical

About

Thomas Molosky is a financial advisor at Global Value Investment Corporation in Milwaukee, WI, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm, also known as Milwaukee Private Wealth Management, since 2014. Outside of his advisory role, he is involved with Tuscola Farms, LLC. Global Value Investment Corporation provides discretionary investment research and advisory services to individual clients, including high-net-worth investors, as well as pooled vehicles, pension, and charitable clients. The firm’s investment process emphasizes fundamental analysis through an in-house research team and employs both short- and long-term strategies with tailored portfolio management.

Client services

Based on Global Value Investment Corporation

Portfolio management
Asset management to other investment advisors and financial institutions

Expertise

Based on Global Value Investment Corporation

Active portfolio management Private / alternative investments Concentrated stock management Options & derivatives strategies

Occupation focus

Based on Global Value Investment Corporation

Founder/Business Owner

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Fee options

Percentage

$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000+: 0.75%

Performance-based

Performance-based fees charged as carried interest at the conclusion of the private fund based on fund performance, applicable to "qualified clients" with net worth greater than $2,200,000 or accounts managed of at least $1,100,000.

Other

Account minimum: $1,000,000

Location

See office

Milwaukee, WI

1433 N Water Street, Suite 400

Milwaukee WI 53202

Advisors at this office

1

Most active in

Texas · Wisconsin

Work history

12 years of industry experience

Global Value Investment Corp. (aka Milwaukee Private Wealth Mgmt

2014 - Present • 12 years

Mequon, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Nkozi K

Series 63, Series 66, Series 24, Series 7

Germantown, WI

Thrivent Investment Management

Nkozi Knight is a financial advisor with four years of industry experience. Knight worked at Northwestern Mutual Life Insurance Company and U.S. Bank. Outside of financial advising, Knight owns several businesses, including GreenHomeHub, a veteran and minority-owned cleaning and sustainability company, NEST Healthworks, a healthcare consulting firm, and Bodhi Photography, a creative media business. Knight also serves on the board of the Marquette University Alumni Association and volunteers as a board member for the Greater Galilee Community Development Center.

Business ownership considerations Doctor or Medical Professional Self-Employed Educators, Teachers, and Academics Military & Veterans
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William N

Series 63

Brookfield, WI

WHN Investor Services, Inc.

William Niewoehner is the sole advisor at WHN Investor Services, Inc., an independent firm based in Brookfield, WI. He holds a Series 63 designation and has 25 years of industry experience. Niewoehner has been with WHN Investor Services since 1981. WHN Investor Services provides discretionary investment management to high-net-worth individuals and institutional consulting to corporate retirement plans. The firm emphasizes customized portfolios primarily composed of large-cap, dividend-paying stocks, supplemented by U.S. Treasuries and high-quality corporate bonds, and offers pension consulting and manager-search services that are uncommon among small independent advisers.

Active portfolio management

Brian L

CFP®, CPA, PFS™

Brookfield, WI

Midwest Wealth Solutions LLC

Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.

Retirement income strategy General retirement planning General tax planning Executive Gen X (Born 1965-1980)
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Matthew B

Series 65

Glendale, WI

Erenda Capital

Matthew Buehler is a financial advisor at Erenda Capital with three years of industry experience. He holds the Series 65 designation and previously worked at Glarus Capital for five years and Ankura Consulting for one year. Buehler’s background includes involvement in law, private equity, and asset valuation, including co-founding a farmland private equity business. Erenda Capital provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a proprietary, value-oriented equity selection approach, focusing on concentrated portfolios and offering tailored allocation profiles without taking custody of client assets.

Active portfolio management Concentrated stock management Income planning
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David S

Series 65

Milwaukee, WI

SIMS Capital Management LLC

David Sims is a Series 65-licensed financial advisor with 16 years of industry experience. He has been with SIMS Capital Management LLC since 2003. SIMS Capital Management LLC is a small advisory firm managing approximately $56 million across about 16 client relationships. The firm provides discretionary portfolio management for individual investors and manages the publicly traded Eagle Capital Growth Fund, Inc., employing a blend of value and growth stock selection with a specialization in closed-end funds.

Active portfolio management
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Janet K

Milwaukee, WI

Janco Wealth Management

Janet Kratz is the sole advisor at Janco Wealth Management in Milwaukee, WI, with 18 years of industry experience. She has been with Janco Investment Counsel since 1985. Janco Wealth Management serves individual and trust clients, providing investment advisory and portfolio management services with a focus on fundamental and cyclical analysis. The firm manages approximately $42.5 million, primarily on a non-discretionary basis, and offers customized asset management along with financial planning tools.

Wealth management Cash flow / budgeting Women Professionals
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