Service for your Financial Successs
Wealth Management
At Wisconsin Capital Management, our investment services are designed to help clients achieve their financial goals through expert management and strategic planning.
Separate Market Accounts
If you favor our approach but want to control tax implications, our separate market accounts (SMAs) are perfectly suited to fulfill your needs as a financial advisor. Essentially, you buy a list of our securities and weightings, then you can tailor the mix to your specific client needs, with easy options to implement on both the Morningstar and Envestnet platforms.
Mutual Funds
If you would like to invest in one of our mutual funds, please visit the Plumb Funds website.