Welcome to Wisco Investment Management LLC

Mission Statement - It is the mission of Wisco Investment Management LLC to prudently manage the funds entrusted to us by our clients. We deliver investment management services tailored to the unique circumstances of our clients while providing a superior level of dialogue and service. We are committed to thorough, sound, and informed analysis in order to achieve our client’s long-term return objectives while maintaining appropriate levels of risk.

Wisco Investment Management is an independent, fee-only, Registered Investment Advisor (RIA), licensed in the State of Wisconsin.

At Wisco, we will assist you in prioritizing and quantifying your financial goals, setting realistic expectations and implementing a disciplined and prudent investment strategy. Our goal is to serve the long-term interests of our clients by preserving and growing their wealth in a low-cost and tax efficient manner.

We invest for the long term by establishing appropriate asset allocations and adjusting those allocations upon the changing circumstances and objectives of our clients.

As a privately-held independent advisory firm, our advice is not influenced by a corporate parent and we are free to choose the right investment solutions for you. Please don’t hesitate to contact us to let us know how we may be able to help you.

We appreciate your interest in Wisco,

- The Wisco Investment Management Team