Thomas G. Plumb leads the portfolio management team, working closely with other team members including associate portfolio manager Timothy R. O'Brien, and Ken S. Cavalluzzo, PhD. in researching and selecting holdings for the Plumb Funds.
Lead Portfolio Manager
Mr. Plumb has been a portfolio manager of the Funds since the Funds’ inception in May 2007. He has also served as the president, chief executive officer and chairman of the Plumb Funds since their inception in May 2007. Read more.
Associate Portfolio Manager
Mr. O’Brien has been an associate portfolio manager of the Funds since August 2010, and served as an assistant portfolio manager of the Funds from the Funds’ inception in May 2007 through July 2010. He also serves as chief financial officer (since May 2007) and vice president (since August 2010) of the Plumb Funds. Read more.
Assistant Portfolio Manager
Ken Cavalluzzo has been an Assistant Portfolio manager for the Funds since August 2010. Dr. Cavalluzzo has served as a research analyst for Wisconsin Capital Management, LLC, since June 2005. Prior to his affiliation with the Advisor, Dr. Cavalluzzo was an assistant professor of accounting at Georgetown University. Read more.
For more information on the funds, including a 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 fund’s investment objectives, risks, and charges and expenses carefully before investing. This and other information about the funds are contained in the funds' prospectus.
Mutual fund investing involves risk. Principal loss is possible.
The Plumb Funds are distributed by Quasar Distributors, LLC.