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Fiduciary Management, Inc. (“FMI”), founded in 1980, is an independent money management firm based in Milwaukee, Wisconsin. FMI’s equity investing strategies apply a value discipline, with a focused approach firmly rooted in fundamental research. As of 3/31/2024, FMI has approximately $16.1 billion in AUA ($15.8 Billion AUM). Note: This account…

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Why inheriting a family home can feel more like responsibility than richesFor decades, Baby Boomers have been quietly amassing one of the largest concentrations of wealth in history. Now that wealth is moving downward and across generations, all under the banner of what has come to be called the Great…

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