Plumb Funds

Description

• Building a solid foundation is that start to having a sound investment portfolio. The foundation to any structure must be plumb, square and true or the entire structure could give way. This is why Plumb Funds begins with the foundation as it builds your investments. At its core, your investment portfolio needs to have a solid structure. For more than 25 years, the name Plumb has been synonymous with solid and disciplined wealth management and mutual fund goals. Contact us: 8020 Excelsior Drive Suite 402 Madison, WI 53717 Phone: 608-960-4616 Fax: 608-960-4618 Mutual fund investing involves risk. Principal loss is possible. The Funds may invest in smaller companies, which involve additional risks such as limited liquidity and greater volatility. The Funds may invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. The Plumb Balanced Fund will invest in debt securities, which typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. The Plumb Funds are distributed by Quasar Distributors, LLC. Wisconsin Capital Management is the adviser to the Plumb Funds. For more information on the funds, including a free 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 funds investment objectives, risks, and charges and expenses carefully before investing. The Plumb Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Plumb Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
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  Headquarters:8401 Excelsior Drive Suite 102, Madison, Wisconsin, United States

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  Phone Number: +1 608-960-4616

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  Website: https://www.plumbfunds.com

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  Employees:2

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  Revenue:$1 - 10M

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  Legal Name:Plumb Funds

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• |  NAICS Code: 523110  |

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