Eric Kulwicki, CFA®, CFP®
About Me
Eric Kulwicki CFA®, CFP®
Investment Consultant / Portfolio Manager / Wealth Advisor
(262) 798-7979
[email protected]
Freedom Wealth Alliance / Intrua Financial
675 North Barker Road
Suite 220
Brookfield, WI 53045
www.freedomwealthalliance.com
About Me
I never needed to be the face of anything. I don’t have a big ego to feed. I’ve always preferred to be a team player and I’ve been on a number of successful teams.
Throughout my career in the financial industry, I’ve gained a significant amount of experience in investment research, portfolio management and working closely with financial advisors as an investment consultant.
Over the years, I realized that I needed to work more directly with clients to make sure the message I am trying to get across to clients gets delivered correctly rather than solely relying on other financial advisors. I’ve witnessed too many investment mistakes from financial advisors that I felt that I needed to take action myself.
While I never thought I would need a website with my name in the title or my face all over the site, I do have a huge passion to help anyone that needs assistance on the investment and financial planning side of things. I needed a way to communicate my insights to my clients, family and friends in an efficient manner.
For these reasons I launched Kulwicki Insights and started to take on clients directly.
My Investment Philosophy
When working with an investment advisor, it is crucial to understand your advisor’s investment philosophy. Without it, you do not have any insights into the direction your advisor will push you towards in different market environments.
I Believe…
- Focus on investment style preference and risk level, which can solve for most investment objectives.
- Identify an investment style and risk level that you can get excited about when the investments decline and you can take advantage of.
- Buy low and sell high.
- Focus on high quality investments, with highly probable long-term returns, backed by solid fundamentals, trading at attractive valuations.
- Focus on the long-term.
- Don’t be afraid to utilize a little bit of leverage, wisely.
- Activity for activity sake makes no sense. Stick to the plan.
- Don’t let emotions take over when investing.
- Don’t let political views impact your investing decisions.
- Don’t let taxes alone sway your investment decisions.
- Stay calm (see the main page image above).
My Experience
- Investment Consulting
- Portfolio Management
- Investment Research
- Financial Planning
Employment
- Freedom Wealth Alliance (2016-Current): Investment Consultant, Portfolio Manager, Wealth Advisor, Member of the Larson Investment Committee
- Robert W. Baird (2007-2016): Senior Portfolio Analyst; Vice President
- U.S. Bancorp Fund Services (2003-2007): Mutual Fund Specialist
Education
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNERTM (CFP®)
- Marquette University: Masters of Business Administration, Specialization in Finance. Beta Gamma Sigma International Honor Society.
- University of Wisconsin – Madison: Bachelors of Business Administration
My Team of Experienced Professionals
I offer investment consulting, portfolio management and full-service wealth advisory services through Freedom Wealth Alliance. I believe in having a strong experienced team to help support the needs of my clients and I am extremely fortunate to have that team.
Admin Team
My admin team works very closely with me in my Brookfield, WI office. They are instrumental in helping support me on various operational aspects of my clients’ account needs. A broader admin team is also available whenever additional support is needed.
Investments
I am part of the investment team at Intrua Financial/Larson, the parent company of Freedom Wealth Alliance, where we share insights and discuss investment strategy. Through my portfolio management and research analyst duties, I regularly have discussions with outside investment managers for updates on the financial markets and various investment strategies.
Financial Planning
I have direct access to a team of financial planning professionals, including other experienced CFPs®. I can leverage this team to help my clients on complicated planning situations to help develop estate strategies, discuss tax situations and plan to protect from unwanted risks.
Other Wealth Advisors
No one is an expert on everything. I am fortunate to work with other experienced wealth advisors in my Brookfield, WI office. I have the opportunity to bring on other advisors that can bring their additional expertise to help support and add value to my client relationships.
My Professional Network
I have a network of professionals that can help service my clients across complex estate planning, tax, insurance, legal and other areas where additional expertise and execution is needed to help my clients achieve their goals. I can also work with my clients’ service professionals to make sure everyone is on the same page.