Services | WisCap

Services for your financial success

Wealth management

At Wisconsin Capital Management, our investment services are designed to help clients achieve their financial goals through expert management and strategic planning.

Balanced investment strategy

Diversified portfolio: We believe in a well-balanced portfolio that includes stocks, bonds, and cash to help manage risk and ensure steady growth. Balance is key to weathering market fluctuations and participating in upside potential while dampening negative effects during downturns.

Long-term investable themes: Our research focuses on identifying and capitalizing on themes that stand the test of time—companies with solid secular tailwinds, difficult-to-replicate products or services, strong organic growth rates, robust free cash flow, scalable business models, and leadership in their market niche. We analyze the business cycle to create a diversified portfolio of these high-quality businesses that align with our themes, offering strong revenue and profit growth potential.

Strategic asset selection: We employ comprehensive buy and sell strategies to maximize returns. Favorable market conditions, strong balance sheets, experienced management, and undervalued market prices are indicators for buying. Conversely, we sell when market value increases reflect elevated expectations, recovery catalysts are no longer evident, fundamentals deteriorate, or better investment opportunities arise.

Diversification by capitalization

Multi-cap investments: Our portfolios include a mix of large, medium, and small companies to leverage opportunities across market capitalizations. While more than half of our stock holdings are in large-cap companies, we continuously seek investment opportunities in small- and mid-cap businesses.

Core holdings with complementary assets: We manage individual securities and proprietary mutual funds as core holdings. Depending on client objectives, we may add complementary assets to enhance portfolio performance and achieve specific investment goals.

Research-driven
philosophy

We apply a meticulous research process—similar to a pharmaceutical company's drug development pipeline—with the aim of ensuring the highest-quality stock investments. This process consistently generates new ideas for the ultimate opportunity-cost assessments of our portfolio managers. Our method involves three key phases:

Phase I - Initial screening: We start with extensive screening to identify potential investment opportunities. This involves a broad analysis of various market sectors, focusing on companies with strong fundamentals and promising growth prospects.

Phase II - In-depth analysis: In this phase, our research team conducts a detailed examination of the most promising candidates from Phase I. This includes comprehensive financial analysis, management evaluations, and competitive positioning assessments to align with our long-term strategic objectives and risk tolerance.

Phase III - Portfolio integration: Only the best ideas advance to this final phase, which involves rigorous due diligence. We evaluate the potential impact on our existing portfolio, considering diversification, risk-adjusted returns, and alignment with our investment philosophy. Successful candidates are then integrated into our portfolio.

Our disciplined approach offers a robust pipeline of high-quality investment ideas, aiming to deliver superior returns for our investors. We are committed to excellence, innovation, and the financial success of our clients. Invest with us to experience a balanced, research-driven investment strategy designed to provide competitive performance over the long term.

Separate market accounts

If you favor our approach but want to control tax implications, our separate market accounts (SMAs) are perfectly suited to fulfill your needs as a financial advisor. Essentially, you buy a list of our securities and weightings, then you can tailor the mix to your specific client needs, with easy options to implement on both the Morningstar and Envestnet platforms.

How it works

Personalized investment management

By understanding your unique financial situation, we create a personalized portfolio that aligns with your investment objectives, ensuring that your financial plan is customized to fit your client's needs. For example, one strategic approach invests in stocks with growth potential and the ability to adapt to changing environments through innovation that leads to market leadership and long-term profit viability.

Comprehensive wealth management solutions

Our SMAs provide a holistic approach to wealth management, integrating financial planning, estate planning, and tax strategies. This comprehensive service is aimed at helping clients achieve their financial objectives through a well-rounded and strategic investment plan. We work closely with you to develop and implement a financial roadmap that encompasses all aspects of your client's financial life. For instance, one of our portfolios combines common stocks and fixed-income securities, creating a hybrid designed to provide an attractive total return along with the preservation of principal.

Active management approach

Our team actively monitors and adjusts portfolios with the goal of optimizing returns and managing risks to leverage market opportunities as they arise. This proactive management helps ensure that your portfolio is always aligned with your client's financial goals and market conditions. By continually evaluating and rebalancing your investments, we strive to enhance your portfolio's performance while mitigating potential risks. For example, we offer a portfolio that invests in a diversified mix of high-potential companies across various sectors, ensuring a balanced and growth-oriented investment approach.

SMAs

Please see disclosures for additional information