Managed Accounts
There are several reasons to consider Wisconsin Capital Management, LLC, as the
investment manager of your account.
Individual Portfolio Management
For accounts with over $1 million of investable assets, a portfolio manager at Wisconsin
Capital Management, LLC will purchase individual common stocks and bonds to meet
the specific goals and objectives of the client. There are three primary advantages
to having an individually managed portfolio. First, unlike a mutual fund, the portfolio
holdings are transparent to the client. This allows the client to better assess
the risk level of the account and also to maintain a long-term investment discipline
during volatile market conditions. Second, an individually managed portfolio can
be more sensitive to capital gains and income tax considerations than a mutual fund.
Finally, the management fee of an individual portfolio is generally lower than the
expense ratio of a mutual fund.
People
People are the key to success. Our Investment Committee consists of our portfolio
managers and our dedicated investment research professionals; all investment committee
members also have extensive industry experience. They work together as a team to
find attractive investment opportunities across a broad range of industries and
market capitalizations. Our client service and investment professionals work closely
with our clients to serve the administrative needs of our clients and complement
our investment management service.
Investment Philosophy
Our outlook is long-term. We look for growing companies which fall into our investable
themes and which we believe will be strong performers in their industries. We strive
to purchase them at reasonable prices with a goal to outperforming over entire business
cycles. We believe that this produces an attractive risk-adjusted return for our
clients.
Investment Process
A consistent disciplined process is an essential aspect of investing. Our process
is based on in-depth research of the companies, their financial strength and cash
flows, their industries, and the domestic and world economy. After screening for
these features, we look for value and growth potential. We sell when the reasons
for purchase no longer exist or better opportunities arise.
Performance
At Wisconsin Capital Management, we believe our People, Philosophy, and Process
are the key to Performance. This combination has produced consistent performance
for more than two decades. As our experienced professionals implement our investment
process, we have remained true to our investment philosophy and we have demonstrated
the necessary skills to succeed.
[ top ]