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Wisco Investment Management LLC

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Client assets under management

$91,973,552

Clients

448

33% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

224

Very High

Average account size

$205,298

About

Wisco Investment Management LLC provides ongoing portfolio management and advisory services to individuals (including high‑net‑worth clients), corporations, and nonprofit organizations, preparing an individualized Investment Policy Statement for each client. The firm manages portfolios composed of mutual funds, ETFs, equities, bonds, fixed income and alternative investments, and is also licensed as an intermediary to offer certain life insurance and fixed annuity products.

WIM’s investment process emphasizes fundamental analysis and strategic asset allocation, using both long‑term and short‑term trading approaches to implement client plans and primarily constructing diversified portfolios with U.S.-listed ETFs while monitoring tracking error. Accounts may be managed on a discretionary or non‑discretionary basis, are reviewed at least semi‑annually by the advisory team, and clients receive quarterly reports from the custodian and the firm.

The firm’s size and client servicing model are notable: it manages approximately $92 million in discretionary assets while serving about 448 clients across two advisors, resulting in a client load uncommon among peers. WIM requires clients to use its recommended custodian, does not participate in wrap fee programs, and maintains no account minimum, features that may affect execution and client access relative to other supported firms.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Tax-loss harvesting Private / alternative investments

Fee options

Percentage

$1 - $100,000: 1.25% $100,000 - $1,000,000: 1.00% Above $1,000,000+: 0.75%

Main office location

Wisco Investment Management LLC

402 Gammon Place, Suite 380

Madison WI 53719, United States

Number of offices

1

Most active in

Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Stephen S

CFA®, Series 63

Madison, WI

Wisco Investment Management LLC

Stephen Share is a CFA® charterholder with 13 years of industry experience. He has been with Wisco Investment Management LLC since 2013, where he serves as one of two advisors. The firm provides investment supervisory and portfolio management services to individuals, corporations, and nonprofit organizations, managing approximately $73.7 million in client assets. Wisco Investment Management emphasizes fundamental analysis and asset allocation, using both long-term and short-term trading strategies, and manages accounts with documented risk tolerances through written Investment Policy Statements.

Active portfolio management Tax-loss harvesting Private / alternative investments
user avatar

Gregory S

Series 63, Series 66

Madison, WI

Wisco Investment Management LLC

Gregory Schroeder is a financial advisor at Wisco Investment Management LLC in Madison, WI, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been with Wisco Investment Management since 2011. Wisco Investment Management LLC provides investment supervisory and portfolio management services to individuals, corporations, and nonprofit organizations, managing approximately $73.7 million in client assets. The firm emphasizes fundamental analysis and asset allocation, employing both long- and short-term trading strategies, and serves a high client load with two advisors managing about 440 clients.

Active portfolio management Tax-loss harvesting Private / alternative investments
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