Wisconsin Capital Management, LLC

Wisconsin Capital Management provides discretionary investment management primarily for individual and high‑net‑worth clients and serves as the investment adviser to two SEC‑registered mutual funds, the Plumb Balanced Fund and the Plumb Equity Fund. The firm also manages client assets within third‑party wrap fee programs, offers trade‑signaling services through Perfectna’s Echo‑Trading platform, and provides limited business consulting.

The firm emphasizes a fundamental, growth‑at‑reasonable‑prices approach, seeking diversified portfolios across equities and fixed income and evaluating issuers by balance sheet, cash flow, competitive position, and industry trends. WisCap works with clients to set objectives and written investment policies, then exercises discretionary authority to select securities and implement portfolio changes consistent with those guidelines.

Notable distinctions include its adviser role to registered investment companies and the practice of investing client accounts in those funds, a relationship the firm discloses and manages as a potential conflict of interest. WisCap’s participation as a Signal Provider on Echo, with a focused high‑growth signaling strategy that differs from its managed portfolios, together with its management of assets within wrap programs, gives it an uncommon mix of mutual fund, retail signal‑service, and wrap‑account activity for a firm of its size.