Wisconsin Capital Management
Investment Management, 8020 Excelsior Dr Ste 402, Madison, Alabama, 53717, United States, 1-10 Employees
Phone Number: +16*********
Who is WISCONSIN CAPITAL MANAGEMENT
Wisconsin Capital Management provides a broad range of financial services for individuals and institutions, including personalized strategies for wealth management, retirement services an...
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Headquarters: 8020 Excelsior Dr Ste 402, Madison, Alabama, 53717, United States
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Date Founded: 1984
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Employees: 1-10
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Revenue: $5 Million to $10 Million
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Active Tech Stack: See technologies
Industry: Investment Management
SIC Code: 6282
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NAICS Code: 23822 |
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Frequently Asked Questions Regarding Wisconsin Capital Management
Answer: Wisconsin Capital Management's headquarters are located at 8020 Excelsior Dr Ste 402, Madison, Alabama, 53717, United States
Answer: Wisconsin Capital Management's phone number is +16*********
Answer: Wisconsin Capital Management's official website is https://wiscap.com
Answer: Wisconsin Capital Management's revenue is $5 Million to $10 Million
Answer: Wisconsin Capital Management's SIC: 6282
Answer: Wisconsin Capital Management's NAICS: 23822
Answer: Wisconsin Capital Management has 1-10 employees
Answer: Wisconsin Capital Management is in Investment Management
Answer: Wisconsin Capital Management contact info: Phone number: +16********* Website: https://wiscap.com
Answer: 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.
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