An independent investment advisory firm headquartered in Madison, WI. Dating back to 1984.
Wisconsin Capital Management 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 its affiliated mutual funds.
Wisconsin Capital Management is an independent investment advisory firm headquartered in Madison, WI. As a boutique firm, we prioritize focus over scale and research over reaction.
Our role is simple: to help clients navigate market cycles with clarity, discipline, and a long-term perspective.
We strive to deliver exceptional investment advisory services that empower our clients to achieve their financial objectives, with the ultimate goal of building enduring relationships founded on trust and transparency. We are committed to fostering long-term capital appreciation and risk-adjusted returns through disciplined portfolio management, innovative asset allocation strategies, and a client-centric fiduciary approach.
We promise to uphold the highest standards of integrity, professionalism, and excellence in all that we do. Our clients' interests are paramount in our investment decision-making process, and we are dedicated to providing personalized, attentive service. We continuously strive to enhance our financial acumen, stay ahead of market trends, and adapt our investment strategies to meet the evolving needs of our clients.
We believe growth is the most important component of a portfolio. Volatility is inherent in stocks. By utilizing bonds and other tools when appropriate, we can best provide the balance our shareholders need. Our commitment is to deliver the highest possible returns, manage downside risk, and support our clients every step of the way on their financial journey.
Research-driven investing, risk awareness across market cycles, and long-term capital stewardship. We prioritize discipline over emotion and clarity over complexity.
View Services »Dedicated professionals committed to research-driven wealth stewardship.
Watch Thomas G. Plumb, CFA, and Nathan M. Plumb, CTFA, discuss the principles, discipline, and fiduciary commitment behind Wisconsin Capital Management.