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Success through

finding disruptive

growth companies

Potential. That’s everything to Wisconsin Capital Management. Through in-depth research and powers of observation refined over 40 years in business, we uncover companies capable of growth via innovation and disruption.

Whether you’re a new investor or a seasoned professional, we can help you reach your potential. Find out how we balance stocks and bonds to give you the ideal combination of offense and defense against volatile markets—and seek to help you earn the returns you expect.

How we stand out from the rest

Investment approach

Balance is the key. Our philosophy is to outperform markets over the long term through diversification, investable themes, and strategic asset selection.

Strength through diversification

Growth is the main characteristic we look for in an investment. The potential for gains makes the unpredictability of performance worth it. But to minimize volatility, we allocate our portfolio across stocks, bonds, and cash. That way, our investors build a bulwark against market variances, with the goal of reducing the effects of downturns, while allowing you to participate in the upside.

Smart choices through investable themes

By understanding the current business cycle, we can select businesses that match our themes for success, producing strong revenue and profit growth.

 

Each company we bring into our portfolio encompasses the following traits that reflect our principal investment beliefs:

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  • Solid secular tailwinds

  • Difficult-to-replicate product or service

  • Strong organic growth rate

  • Robust free cash flow

  • Scalable business model

  • Leader in their market niche

Bespoke
portfolios

We can also create bespoke portfolios for clients that can strictly adhere to either a specific investment criteria or strategy such as:

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  • Dividend income

  • Individual bonds

  • Preferred stocks

  • Real estate

  • SMIDs (small- and medium-sized capitalized companies)

  • International

  • Sharia law

  • Environmental, Social, and Governance (ESG)

What we offer you

Wealth management

If you’re looking for investment management, estate planning, or retirement planning, we have the expertise you need

Separate market accounts (SMAs)

Financial advisors can use clones of our portfolios for complete control and management of their clients’ assets

Mutual funds

If you're interested in a fresh strategy for your portfolio, our mutual funds are open for new investments

News you can use + our latest media coverage

The material shown is for informational purposes only and is not accounting, legal, or tax advice. Past performance is not indicative of future performance, and all investments are subject to the risk of loss. Wisconsin Capital Management is a registered investment adviser with the Securities and Exchange Commission; registration does not imply a certain level of skill or training. We cannot guarantee the accuracy of all the information presented.   

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Any reference to professional credentials is not: 1) an assurance that any current or prospective client will receive a certain level of service from Wisconsin Capital Management; 2) an endorsement by or on behalf of the organization sponsoring the credential; or 3) an assertion that employees will maintain the credentials identified.              

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The media sources referenced are not affiliates of Wisconsin Capital Management, and any reference is not an endorsement by the media sources.

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Separate Market Account services are available to financial institutions. Under the terms of a written agreement, Wisconsin Capital Management offers to provide the financial institution with updated portfolio information at or near the same time it purchases or sells securities for clients. Wisconsin Capital Management is not responsible for managing the financial institution’s client accounts.

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The Dow Jones Industrial Average (DJIA) is a stock market index that tracks 30 large, publicly owned blue-chip companies trading on the New York Stock Exchange (NYSE) and Nasdaq.

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The MSCI EAFE Index is a stock market index that measures the performance of large- and mid-cap companies across 21 developed countries around the world. Canada and the USA are not included. EAFE is an acronym that stands for Europe, Australasia, and the Far East.

The Standard and Poor's 500, or simply the S&P 500, is a stock market index tracking the stock performance of 500 of the largest companies listed on stock exchanges in the United States.

The Nasdaq Stock Market is an American stock exchange based in New York City. It is the most active stock trading venue in the USA by volume and ranked second on the list of stock exchanges by market capitalization of shares traded, behind the New York Stock Exchange.

Disclosures
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