Business Details
23 Years
experience
Expert Investment Advisers in Milwaukee
Founded in 2003, Campbell Newman is a 100% employee-owned boutique investment management firm headquartered in Milwaukee. Our company culture is anchored in five core values: client focus, stewardship, transparency, integrity, and teamwork. We specialize in delivering two distinct equity strategiesLarge Cap Dividend Growth and Small Cap Growthboth designed to outperform major benchmarks while maintaining lower risk profiles. Our experienced team of portfolio managers employs rigorous bottom-up stock selection to build high-conviction, diversified portfolios tailored to institutional, intermediary, and private clients.With 20 years of proven dividend growth strategy performance, we combine disciplined investment processes with a commitment to client-centric service, ensuring alignment with evolving investor needs. This approach has allowed us to maintain a consistent track record of delivering capital preservation during downturns and robust growth during market upswings.
Services
Large Cap Dividend Growth
Small Cap Growth
Equity Portfolio Management
Wealth Planning
Investment Consulting
Details
- Year established: 2003
Highlights and features
- We are a 100% employee-owned firm with direct alignment of client interests
- Our strategies have consistently outperformed benchmarks over 20 years
- Three time-tested portfolio managers lead our investment processes
- Client-focused approach with transparent investment stewardship principles
- Specialized expertise in high-conviction, low-risk portfolio construction
Services
Large Cap Dividend Growth
This long-only equity strategy focuses on consistent total-return generation through companies with annual dividend increases. Our portfolio managers select 25-35 diversified stocks emphasizing current yield and income growth while maintaining lower risk than market benchmarks. The strategy prioritizes standard deviation management to ensure market cycle resilience.
Small Cap Growth
Our small-cap growth strategy targets profitable companies with capitalizations between $200 million and $7 billion. Through bottom-up analysis, we construct a 40-55 stock portfolio designed to capture growth potential while maintaining defensive characteristics against market volatility. This strategy aims to outperform the Russell 2000 Growth Index over full market cycles.
People
Mary C. Brown
Portfolio Manager/Analyst
CFA charterholder with extensive experience in equity research and portfolio management. Specializes in dividend growth strategy development and implementation.
Rimas M. Milaitis
Portfolio Manager/Analyst
Seasoned investment professional focused on small-cap growth strategy execution. Brings 20+ years of expertise in bottom-up stock selection and portfolio construction.
Jeremy A. Ellis
Portfolio Manager/Analyst
CFA charterholder specializing in quantitative analysis and risk management. Contributes to both dividend growth and small-cap growth strategies through rigorous investment processes.
Questions
What investment strategies does Campbell Newman offer?
We offer two specialized equity strategies: Large Cap Dividend Growth focused on income generation, and Small Cap Growth targeting capital appreciation.
How long has the firm been operating?
Campbell Newman's Large Cap Dividend Growth strategy began in April 2003, maintaining a 20-year track record of consistent performance.
What makes your investment approach unique?
Our employee-owned structure ensures alignment with client interests, while our focused strategies emphasize lower risk profiles through disciplined stock selection.
How do you manage portfolio risk?
We employ standard deviation controls and bottom-up analysis to maintain lower risk profiles while seeking benchmark outperformance across market cycles.
What client types do you serve?
We work with institutional investors, financial intermediaries, and private clients seeking specialized equity portfolio management solutions.
