Wisconsin Capital Management, LLC, has managed separate equity, balanced, and fixed-income
portfolios since 1984. As a full-service investment advisory firm, based in Madison,
Wisconsin, we have a rich history of providing investment services to institutions
and high net worth accounts throughout the Midwest and around the country. In addition
to managing client portfolios, Wisconsin Capital Management serves as investment
manager for our
proprietary equity and balanced funds.
Our investment philosophy focuses on finding
quality companies that fit within our investable themes. We look for companies we
can purchase at what we believe is a discount to our estimates of value and which
we believe should perform well in their industries over the full business cycle.
In depth investment research is a cornerstone of our
investment process. 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.