Plumb Funds

Plumb Funds

We are proud to announce the launch of the Plumb Balanced Fund and the Plumb Equity Fund. Wisconsin Capital Management will serve as investment manager for these funds. Having funds under our own roof will allow us to offer the personal and high-quality service Wisconsin Capital has always taken pride in providing to its clients.

Our new funds will allow you to take advantage of the investment philosophy and process employed by Wisconsin Capital Management for more than two decades. We encourage you consider opening an account in the Plumb Funds.

We offer the Plumb Balanced Fund which will provide a diversified mix of equities and fixed-income invested to seek capital appreciation consistent with safety of principal. We also offer the Plumb Equity Fund for those who seek a diversified portfolio of stocks or choose to use the fund in combination with our Balanced Fund for a more equity-oriented balanced approach.

Both funds will adhere to Wisconsin Capital’s strict investment discipline that focuses on buying quality companies the managers believe are priced at a discount to their estimates of value. With these new funds, we hope to provide the solid foundation you seek with your investments.

PLUMB FUNDS . . .

Building a solid foundation

Mutual fund investing involves risk. Principal loss is possible.

The Plumb Funds invest in smaller companies, which involve additional risks such as limited liquidity and greater volatility. The Balanced Fund also invests in debt securities, which typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities.

For more information on the funds, including a hard copy prospectus which explains management fees and expenses and the special risks of investing in the funds, please call 1-866-987-7888. Please read it carefully before investing. An investor should consider a fund’s investment objectives, risks, and charges and expenses carefully before investing. This and other information about the funds are contained in the funds' prospectus.

1-866-987-7888