Wisconsin Capital Management

Investment ManagementWisconsin, United States2-10 Employees

Wisconsin Capital Management provides a broad range of financial services for individuals and institutions, including personalized strategies for wealth management, retirement services and assisting with trust and estate planning. We have focused on separately managed accounts since the firm was founded in 1984. Wisconsin Capital Management has also served as the manager for our proprietary equity and balanced funds since their inception on May 24, 2007.

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.

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