Privacy Policy

Privacy: A Fundamental Concern

At Wisconsin Capital Funds, we are committed to protecting your privacy. We understand as a Wisconsin Capital Funds investor you entrust not only your money to us, but also your personal and financial information. Because we respect your fundamental right to maintain the confidentiality of this information, we have created this Privacy Policy to assure you that we make it a priority to protect your information.

* 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.

IIn 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.

If you have any questions regarding this Privacy Policy please feel free to call Wisconsin Capital Funds (aka Plumb Funds) at 1-866-987-7888.