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40+ years of diligence

Wisconsin Capital Management, LLC (WisCap) 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.

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.

Our mission

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. 

Our promise

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.

Our philosophy

Our history

1984

 Founded Thompson Unger & Plumb, which became Thompson, Plumb & Associates

2011

Merged Wisconsin Capital Management into SVA Plumb Financial

2023

Welcomed Nathan Plumb to Wisconsin Capital Management as Co-Portfolio Manager with Thomas Plumb

2004

Rebranded as Wisconsin Capital Management and subsequently sold Thompson, Plumb & Associates

2015

Re-organized Wisconsin Capital Management as its own entity and named Thomas Plumb as Lead Portfolio Manager

Our team

Expert investment advisors at Wisconsin Capital Management

Tom Plumb

Tom G. Plumb, CFA

  • Since its founding in January 2004, Principal of Wisconsin Capital Management, a firm that traces its origins to 1984 (formerly Thompson Plumb & Associates), with additional roles as Portfolio Manager and Research Analyst

  • Experience of more than three decades in the financial industry, including 20 years as the Lead Manager of two balanced mutual funds—Thompson Plumb Balanced Fund and Dreyfus Premier Balanced Opportunity Fund

  • Earned Bachelor of Business Administration degree from University of Wisconsin-Madison

  • Member of the Madison Investment Management Society 

  • Holds Chartered Financial Analyst (CFA) designation

  • Cigar aficionado with a taste for the world’s finest tobaccos

Nathan Plumb

Nathan M. Plumb, CTFA

  • Since 2023, served in various roles with Wisconsin Capital Management as an active member of its research committee and as a Portfolio Manager for privately managed accounts

  • Earned Master of Business Administration degree from University of Wisconsin-Madison

  • Earned Bachelor degree in Psychology from Gustavus Adolphus College

  • Holds Certified Trust and Financial Advisor (CTFA) certification

  • Previously lived and worked in both the People’s Republic of China and Japan for more than three years

  • Avid climber, summiting Mt. Kilimanjaro (Tanzania), Mt. Fuji (Japan), Mt. Changbaishan (China), Mt. Sinai (Egypt), Annapurna Circuit (Nepal), and many mountains in the western United States

Bonnie Romani

Bonnie Romani

  • Since August 2020, Chief Compliance Officer for Wisconsin Capital Management, where she is responsible for design and implementation of the compliance program to ensure adherence to laws, regulatory requirements, policies, and procedures

  • More than 20 years of finance industry experience within the areas of analysis, licensing, compliance, and administration of service plans

  • Frequent adventure-seeker, traveling from her roots in the Midwest to the mountains of Colorado to the Pacific Coast of the Northwest

  • Family includes her loyal canine companion and her husband whom she met many moons ago and bonded with over their shared love of music 

Please see disclosures for additional information

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