Wisconsin Capital Management - Madison, WI

Who We Are

Thomas G. Plumb, CFA

Thomas G. Plumb, CFA

President

Thomas G. Plumb is the founding Principal of Wisconsin Capital Management, LLC (formerly Thompson Plumb & Associates), which began in 1984. Mr. Plumb’s roles include Portfolio Manager, Research Analyst, and Fund Manager.

Mr. Plumb also serves as President of our proprietary mutual fund company and is the Lead Portfolio Manager of our equity and balanced funds.

In addition, Mr. Plumb maintains an ownership interest in and serves as the President of SVA Plumb Financial, LLC, and affiliated entity.

Mr. Plumb was formerly the lead Portfolio Manager of the Dreyfus Premier Balanced Opportunity Fund.  Mr. Plumb earned a Bachelor of Business Administration degree from the University of Wisconsin-Madison in 1975, is a member of the Madison Investment Management Society and holds the Chartered Financial Analyst designation.

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.

608-960-4616 - info@wiscap.com