Eric Kulwicki, CFA

As FWA's Senior Portfolio Manager and Investment Consultant, Eric leverages his passion and experience investing in the global financial markets to manage diversified, multi-asset portfolios to help our clients pursue their financial goals.  He leads the firm's Investment Committee to determine investment strategy, drive research and construct portfolios with a keen focus on managing risk on behalf of our clients.  Eric is a firm believer in financial education and leads a number of initiatives to enhance the knowledge of our clients on the ever-increasing complexity of investing in the financial markets.

Prior to joining Freedom Wealth Alliance in 2016, Eric was a Vice President and Senior Portfolio Analyst at Robert W. Baird & Company.  In this role, he assisted in the portfolio management of the firm's discretionary, multi-asset portfolios and performed due diligence on investment managers across a variety of asset classes and alternative strategies.

Eric received his Bachelor of Business Administration degree from the University of Wisconsin - Madison and his Master of Business Administration degree with a specialization in Finance from Marquette University, where he graduated with honors. Eric is a CFA Charterholder.

Eric was raised and currently resides in Southeastern Wisconsin with his family.  He and his wife are very involved in the many activities of their three young children.

Investment Services Offered

Advisory Portfolio Management:  Eric will work with you personally to help determine your investment objectives, risk tolerance, and investment style preferences, and execute your investment plan accordingly.  Investment plans will be executed utilizing the FWA Investment Management Program.

Investment Consulting:  For those that do not need ongoing advisory portfolio management services, Eric will work with you to determine your investment objectives provide supportive research, and recommend an investment plan that you can execute on your own. Eric can also be a recurring resource for reviews of existing investment accounts and as a resource for other financial professionals.

Model Portfolio Development:  For institutional clients that are looking for assistance in model portfolio development, Eric will leverage his portfolio management and investment manager due diligence experience to help define model portfolio objectives, asset allocations, and investment selections.

Institutional Research:  Eric will support due diligence research efforts on third-party managers for recommended lists and model development.

Investment Education: Eric will support his passion for investment education by providing investment education opportunities for investors of all types and experience levels.

 Advisory Portfolio Management

• Clients Currently Accepted: Yes
• Minimum Household AUM: $1,000,000

Investment Consulting and Other Services

• Clients Currently Accepted: Yes 
• Hourly Rate/ Per Project Basis