INDIVIDUAL RETIREMENT PLAN
EMPLOYER RETIREMENT PLAN
Wisconsin Capital Management offers a collaborative approach to retirement planning. We provide employers with mutually advantageous retirement plan options for their employees.
As an employer, you'll want to provide a beneficial retirement plan for your employees with sound investment advice for those early in their income producing careers is needed. To assist, we offer customized one-on-one education to all your employees.
A well-designed retirement plan can be an important retention tool for your key employees. We work closely with plan sponsors to ensure that they’re fulfilling their duties, and often act as plan co-fiduciary. We work with the following retirement plans:
- Profit Sharing
- Defined Benefit
- SIMPLE IRAs
- Cash Balance
Wisconsin Capital Management works with third party administrators (TPAs), record keepers and custodians to ensure excellent customer service throughout all levels of a retirement plan.
To find out how we can help you, or to receive a free side-by-side cost comparison with your current plan, please contact us today at 608-960-4616
Have you ever thought of your personal finances as if it were a business? Similar to a business, you should set a plan to help your personal finances move in an upward growth trajectory. Let us help you demystify the investment process and execute a successful game plan that helps you meet your life goals.
Wisconsin Capital Management offers a complimentary meeting to optimize your personal finances. We'll begin by reviewing your long-term priorities, financial and life goals and tolerance for risk. Together, we'll set up a personal strategy that can be adjusted over time to help you meet your objectives.
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.