INDIVIDUAL RETIREMENT PLAN
INDIVIDUAL PORTFOLIO MGT
For your investable assets, a portfolio manager at Wisconsin Capital Management can purchase individual common stocks and bonds to help you meet your specific goals and objectives. There are three primary advantages to having an individually managed portfolio. First, the portfolio holdings are transparent. This allows the you to better understand and assess the risk level of the account and also to maintain a long-term investment discipline during volatile market conditions. Second, an individually managed portfolio can be more sensitive to capital gains and income tax considerations than a mutual fund or Exchange Traded Fund (ETF). Finally, the management fee of an individual portfolio is generally lower than the expense ratio of a mutual fund or ETF.
Our Portfolio Managers work together as a team to find attractive investment opportunities across a broad range of industries and market capitalizations. A diversified, tax and cost efficient portfolio can help you become a successful long-term investor.
Stocks and bonds can be quite volatile. A custom portfolio could help you modify the volatility of these markets and increase the likelihood that your investments help you reach your personal goals.
Our client service and investment professionals work closely with you to administer your portfolio and complement our investment management service.