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(866)-987-7888 For any questions regarding the Plumb Funds, please
email:
Note:
Please do not send
account sensitive or personal information via e-mail.
Continue to call or write Plumb Funds if you have specific
questions about your account or other privileged matters.
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Teresa R. Brooks Assistant Portfolio Manager
Wisconsin Capital Management, LLC
Teresa Brooks serves clients directly by managing client accounts and providing on-going consultation. Ms. Brooks also works closely with the portfolio managers, participating in their analysis and investment selection. Ms. Brooks earned a Masters of Business Administration in the Executive MBA Program at the University of Wisconsin. She is Series 6 and 63 registered. |
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email Teresa: info@plumbfunds.com |
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Nathan M. Plumb Trust Investment Officer
Wisconsin Capital Management, LLC
Nathan Plumb assists with administrative, operational, and tax issues for both individual and institutional clients. He also focuses on client investments, serving as a liaison with Wisconsin Capital Management's portfolio management team. Mr. Plumb earned a Masters of Business Administration in the Executive MBA Program at the University of Wisconsin. Mr. Plumb is Series 6, 63 and 26 registered and holds the Certified Trust and Financial Advisor (CTFA) designation. |
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email Nathan: information@plumbfunds.com |
Regular Mail:
Overnight Mail:
The Plumb Funds The Plumb Funds
c/o US Bancorp Fund Services, LLC
c/o US Bancorp Fund Services, LLC
PO Box 701 615 East Michigan Street, FL 3
Milwaukee, WI 53201-0701 Milwaukee, WI 53202-5207
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