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.