Wisconsin Capital Management
Get Full AccessDescription
- Wisconsin Capital Management provides a broad range of financial services for individuals and institutions, including personalized strategies for wealth management, retirement services and assisting with trust and estate planning. We have focused on separately managed accounts since the firm was founded in 1984. Wisconsin Capital Management has also served as the manager for our proprietary equity and balanced funds since their inception on May 24, 2007.We strive to deliver personalized customer service. We believe that quality service is a key to maintaining long-term relationships with our clients. We work closely with our clients to assist them in defining their investment goals and objectives and then to determine the optimal asset allocation between common stocks and bonds to meet those goals. Our portfolio managers implement the investment plan. We meet with our clients on a regular basis to review the investments and to update any changes in our clients goals and objectives.
-
Headquarters:8020 Excelsior Drive Suite 402, Madison, Wisconsin, United States
More -
Phone Number: +1 608-960-4616
-
Website: https://www.wiscap.com
-
Employees:7
-
Revenue:$1 - 10M
-
Legal Name:Wisconsin Capital Management
-
Wisconsin Capital Management's Social Media
-
Is this data correct?
-
| NAICS Code: 523920 |
Show More
Sell more in less time!
Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!
Frequently Asked Questions regarding Wisconsin Capital Management
-
Where are Wisconsin Capital Management's Headquarters?
Wisconsin Capital Management's Headquarters are in 8020 Excelsior Drive Suite 402,Madison,Wisconsin,United States
-
What is Wisconsin Capital Management's phone number?
Wisconsin Capital Management's phone number is +1 608-960-4616
-
What is Wisconsin Capital Management's official website?
Wisconsin Capital Management's official website is https://www.wiscap.com
-
What is Wisconsin Capital Management's Revenue?
Wisconsin Capital Management's revenue is $1 - 10M
-
What is Wisconsin Capital Management's NAICS code?
Wisconsin Capital Management's NAICS code is 523920
-
How many employees are working in Wisconsin Capital Management
Wisconsin Capital Management has 7 employees
-
What is Wisconsin Capital Management's Industry?
Wisconsin Capital Management is in the industry of Investment Management
-
Who is Wisconsin Capital Management's Chief Compliance Officer?
Wisconsin Capital Management's Chief Compliance Officer is Bonnie Romani