Frequently Asked Questions

Wisconsin Capital Management is an independent boutique investment advisory firm based in Madison, Wisconsin. The firm provides research-driven investment advisory services focused on long-term capital stewardship and disciplined portfolio management dating back to 1984.

Yes, we are a registered investment adviser (RIA) under the Investment Advisers Act of 1940 and act as a strict fiduciary for our clients. As a Madison, Wisconsin-based investment advisory firm, Wisconsin Capital Management combines local roots with disciplined, independent investment research to place client interests above all else.

Unlike large national firms that push proprietary products or cross-sell banking services, Wisconsin Capital Management’s boutique structure allows for independent investment decisions, direct access to experienced portfolio managers, a consistent research-driven philosophy, and true long-term client alignment.

Compounding is the process where your money earns returns not only on the original principal invested, but also on the returns that investment has generated over time—earning interest on your interest. Over extended horizons, compounding serves as the primary engine of wealth accumulation.

Rolling over a 401(k) from a former employer into an IRA gives you significantly greater control, broader investment choices, potential fee reduction, and custom portfolio management aligned with your overall financial objectives.

A Roth IRA is a tax-advantaged savings vehicle where contributions are made with after-tax dollars in exchange for tax-free growth and tax-free qualified withdrawals in retirement. At Wisconsin Capital Management, we help clients determine if a Roth IRA fits their broader financial plan and tax strategy.

We provide research-driven investment advisory services designed to align personal investment strategy with business ownership considerations, liquidity requirements, tax awareness, and eventual exit or succession goals.

Placing rental real estate into Limited Liability Companies (LLCs) offers personal asset protection, legal separation, operational flexibility, and estate planning advantages when structured in coordination with legal and tax advisors.

Yes. We routinely collaborate alongside your estate planning attorneys, CPAs, and tax professionals to ensure seamless integration between your portfolio strategy and your comprehensive financial roadmap.