Wisconsin Capital Management,
LLC (formerly Thompson, Plumb & Associates), is an investment
management firm based in Madison, Wisconsin. The firm was
founded in 1984 and has grown into a prominent advisory firm
noted for expertise in managing assets for individuals and
institutions, as well as nationally ranked mutual funds.
We manage separate equity, balanced, and fixed-income
portfolios, in addition to serving as an investment advisor
to equity and balanced mutual funds. We formed the Plumb
Trust Company to accommodate the specialized needs of
clients for trust, custody, and administrative services.
Plumb Trust Company is an affiliate of Wisconsin Capital Management,
LLC.
Our core purpose is to preserve and improve
the financial security of our clients, our employees, and our
firm. We believe that our core values will help us accomplish
our core purpose. We utilize an uncompromising process-driven
investment discipline that focuses on quality companies trading
at 30% or greater discounts to our estimates of intrinsic
value. We believe that this produces an attractive risk-adjusted
return for our clients.
We strive to
deliver personalized customer service. We believe that quality
service is a key to maintaining long-term relationships with
our clients. We work closely with our clients to assist them
in defining their investment goals and objectives and then
to determine the optimal asset allocation between common stocks
and bonds to meet those goals. Our portfolio managers implement
the investment plan. We meet with our clients on a regular
basis to review the investments and to update any changes
in our clients goals and objectives.
We
believe in giving our employees individual empowerment within
a team environment so that the best individual efforts are
made with the intention of improving the overall performance
of the team in the same way that a gifted athlete helps to
make a sports team successful. We adhere to the highest ethical
standards that put the interests of our clients first and
foremost. By following our core values and encouraging an
open and friendly atmosphere, we strive to create a unique
and meaningful environment for our clients and our employees.
Wisconsin Capital Management, LLC, Board of Directors:
George H. Austin, Timothy R. O’Brien, Thomas G. Plumb, Thomas E. Terry.
