Start your financial journey with Wisconsin Capital Management through customized separately managed accounts or our affiliated Plumb Funds.
Customized wealth management tailored for high-net-worth individuals, families, business owners, and trusts. Directly managed by lead portfolio managers Thomas G. Plumb, CFA, and Nathan M. Plumb, CTFA.
If you would like to invest in one of our affiliated mutual funds, please visit the official Plumb Funds website for fund prospectuses, account applications, and share class details.
We discuss your investment horizon, risk tolerance, tax considerations, and wealth management objectives.
Our portfolio managers construct a tailored asset allocation model designed specifically for your goals.
We handle custodian paperwork, transfer assets securely, and launch ongoing direct portfolio management.