Privacy: A Fundamental Concern
* We do not sell shareholder information to anyone.
Your Personal Information
When you purchase shares or inquire about a transaction with Wisconsin Capital Funds, you typically provide us with certain personal information. This information may include:
- Name and Address
- Social Security or taxpayer identification number
- Beneficiary information
- Bank account information
- Investments at other institutions
Our Commitment to Your Privacy
We do not sell information about current or former shareholders or their accounts to unaffiliated third parties, nor do we disclose it to third parties unless necessary to complete transactions at your request or to service an account. For example, we may share information with companies that perform services on our behalf. One such service provider is the transfer agent for the Funds, US Bancorp Fund Services, LLC, which opens accounts, processes transactions and mails account statements. We require that each such company agree to share or use your information only for those purposes for which they were engaged. Also, we may provide information to auditors or regulators but only as required by law.
In order to protect your personal information, Wisconsin Capital Funds maintains physical, electronic and procedural safeguards, and limits access to your information to those authorized employees who need it in order to perform their duties.
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.