Contact Us
For any questions regarding the Plumb Funds, you may call us anytime at (866) 987-7888
or email one of the managers below.
| | Teresa R. Brooks
Teresa Brooks serves clients directly by managing client accounts and providing
on-going consultation. Ms. Brooks also works closely with the portfolio managers,
participating in their analysis and investment selection. Ms. Brooks earned a Masters
of Business Administration in the Executive MBA Program at the University of Wisconsin.
She is Series 6 and 63 registered.
Email Teresa: info@plumbfunds.com |
| | Nathan M. Plumb
Nathan Plumb assists with administrative, operational, and tax issues for both individual
and institutional clients. He also focuses on client investments, serving as a liaison
with Wisconsin Capital Management's portfolio management team. Mr. Plumb earned
a Masters of Business Administration in the Executive MBA Program at the University
of Wisconsin. Mr. Plumb is Series 6, 63 and 26 registered and holds the Certified
Trust and Financial Advisor (CTFA) designation.
Email Nathan: information@plumbfunds.com |
Regular Mail
The Plumb Funds
c/o US Bancorp Fund Services, LLC
PO Box 701
Milwaukee, WI 53201-0701
Overnight Mail
The Plumb Funds
c/o US Bancorp Fund Services, LLC
615 East Michigan Street, FL 3
Milwaukee, WI 53202-5207