Advisory Services

In addition to the Plumb Funds, the advisor Wisconsin Capital Management provides a broad range of

financial services for individuals and institutions.

INDIVIDUAL RETIREMENT PLAN

INDIVIDUAL RETIREMENT PLAN

If you are an independent contractor that is not currently in a retirement plan, we are able to help you. We can open a Simplified Employee Pension Plan (SEP) for people of all walks of life, such as consultants and small business owners. Also, if you have recently switched jobs, and would like consulting on how to properly move your 401(K), we can provide guidance on the next steps to ensure your investments are suitable and beneficiaries are properly documented.
EMPLOYER 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:

  • 401(k)
  • 403(b)
  • Profit Sharing
  • Defined Benefit
  • SIMPLE IRAs
  • SEPs
  • 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

FINANCIAL PLANNING

FINANCIAL PLANNING

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

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.

Since its founding in 1984, Wisconsin Capital Management has offered separately managed accounts.

We offer personalized strategies for wealth management, retirement services and assisting with trust and estate planning.

OUR APPROACH

Personalized customer service is core to all we do.

We believe that quality service is a key to maintaining long-term relationships with you. We work closely with you to assist in defining your 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 your specific investment plan.

Of course, we will meet with you regularly to review the investments and to update any changes in your goals and objectives or life circumstances.

Q & A

Q: Why do I need an investment advisor?

A: Wisconsin Capital Management will customize, prioritize and design a roadmap to your financial goals.

Q: What is a financial goal?

A: Each goal is unique to individuals but they can be diversified from retirement plans,children’s education or saving for a future home. After all, any goal without a plan is just a dream.

Q: What is the advantage Wisconsin Capital Management offers?

A: We specialize in analyzing individual stocks and bonds as the basis of your portfolio.

Q: What if I am just starting to invest in my future?

A: Wisconsin Capital Management is vertically integrated to help both the large and small investor.
 

Learn more about Separately Managed Accounts

For more information about Wisconsin Capital Management, LLC, please contact us.

Wisconsin Capital Management’s investment services can be accessed through a fee-only investment advisory agreement or may be offered through our proprietary mutual funds’ prospectus.

Wisconsin Capital Management, LLC
8030 Excelsior Drive, Suite 307
Madison, WI 53717
Phone: 608-960-4616, Fax: 608-960-4618
Email: info@wiscap.com