ADVISOR

Wisconsin Capital Management, Advisor to Plumb Funds

Wisconsin Capital Management, LLC (WisCap) is the adviser to the Plumb Balanced Fund and the Plumb Equity Fund, which it has managed since their inception May 24, 2007.

Wisconsin Capital Management, LLC is a registered investment advisory firm dating back to 1984. Originally co-founded by Thomas G. Plumb the firm is primarily focused on providing investment advisory services to the Plumb Funds.

 

Offering Separately Managed Accounts

Our separate account strategies encompass equity, fixed-income and balanced portfolios. We offer personalized wealth management strategies, complemented with individual and company retirement plans as well as trust and estate planning services. Personal service is a hallmark of our firm. We believe that quality is key to maintaining long-term relationships, working closely with our clients to assist in defining their investment goals and objectives.

Wisconsin Capital Management portfolios are designed to help provide an optimal asset allocation between common stocks and bonds to meet client-specific objectives. Our portfolio managers implement the agreed upon investment plans. On a regular basis, we meet with our clients to review the investments and to update any changes in our clients’ goals and objectives.

 

 

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Disclosure Brochure

Form ADV

 

Quasar Distributors, LLC, is not affiliated with Wisconsin Capital Management.