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 their 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 dedicated investment professionals who all hold the Chartered Financial Analyst (CFA) designation and 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 investment philosophy is simple. We focus on average-to-superior-quality companies that generally are industry leaders with high returns on invested capital, long-term growth prospects, solid balance sheets, consistent operating histories, and sustainable competitive advantages. We strive to purchase these companies when they are trading at significant discounts to our proprietary estimates of value.

Performance

Wisconsin Capital Management has produced consistent performance as a result of our experienced professionals’ implementation of our investment process. We have remained true to our investment philosophy and we have demonstrated the necessary skills to succeed.