Wisconsin Capital Management Llc

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Wisconsin Capital Management is an affiliate of SVA Plumb Financial, which provides a broad range of financial services for individuals and institutions, including personalized strategies for wealth management, trust and estate planning, and retirement services. We have focused on separately managed accounts since the firm was founded in 1984. Wisconsin Capital Management has also served as the manager of the Plumb Equity Fund and the Plumb Balanced Fund since their inception on May 24, 2007.

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We strive to deliver personalized customer service. We believe that quality service is a key to maintaining long-term relationships with our clients. We work closely with our clients to assist them in defining their investment goals and objectives and then to determine the optimal asset allocation between common stocks and bonds to meet those goals. Our portfolio managers implement the investment plan. We meet with our clients on a regular basis to review the investments and to update any changes in our clients’ goals and objectives.

Wisconsin Capital Management, LLC, has managed separate equity, balanced, and fixed-income portfolios since 1984. As a full-service investment advisory firm, based in Madison, Wisconsin, we have a rich history of providing investment services to institutions and high net worth accounts throughout the Midwest and around the country. In addition to managing client portfolios, Wisconsin Capital Management serves as investment manager for our proprietary equity and balanced funds .

People are the key to success. Our Investment Committee consists of our portfolio managers and our dedicated investment research professionals; all investment committee members also have extensive industry experience. They work together as a team to find attractive investment opportunities across a broad range of industries and market capitalizations. Our client service and investment professionals work closely with our clients to serve the administrative needs of our clients and complement our investment management service.

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