The Robertson Stephens Milwaukee office, led by Bob Bukowski, has served Wisconsin’s institutional community since 1989. Our purpose has not changed: give institutional investors the tools to meet their fiduciary obligations through independent advice and a defined, actionable process. We work as part of an independent registered investment advisor — clients’ interests first — with national research, technology, and planning resources behind a local team that knows this market.

 

Our clients include corporations and educational, philanthropic, and healthcare organizations across Wisconsin. The office grew from a simple premise: effective financial consultants should be independent, objective, and trusted. More than three decades later, those principles shape every relationship we have. Full transparency. No hidden fees or agendas. Open, honest counsel and clear communication — clients should always know what we are doing and why. We believe that this approach can help produce sound results, steady growth, and peace of mind.