For more the 25 years, Wisconsin Capital Management has provided individual portfolio management to individuals, companies, institutions, independently and in the past, as an affiliate.
Through the years, our clients have desired access to our investment management style through mutual funds. For two decades, that access was possible through the Thompson Plumb Balanced Fund, later known as the Dreyfus Premier Balanced Opportunity Fund sub-managed by Wisconsin Capital Management, LLC. Wisconsin Capital Management manages mutual funds through Wisconsin Capital Funds, better known as the Plumb Funds.
Our goal with our mutual funds is to bring you the advantages of the investment discipline Wisconsin Capital Management clients have come to appreciate, through the convenience of a mutual fund structure.
Mutual fund investing involves risk. Principal loss is possible. The Funds may invest in smaller companies, which involve additional risks such as limited liquidity and greater volatility. The Funds may invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. The Plumb Balanced Fund will invest in debt securities, which typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities.
The Plumb Funds are distributed by Quasar Distributors, LLC. Wisconsin Capital Management is the adviser to the Plumb Funds.
For more information on the funds, including a free 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.
The Plumb Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Plumb Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.