402 Gammon Place
Suite 380
Madison WI 53719

WISCO Investment Management, Logo
Call: (608) 509-7627
Fax: (608) 237-2206
Email: info@wiscoinvest.com


Our Philosophy and Mission

At WISCO Investment Management in Madison, Wisconsin, we are guided by our mission statement and business philosophy. These guiding principles allow us to better serve our clients while maximizing profits for all parties. Take a look at the concepts that give our team direction.

Mission Statement

It is the mission of WISCO Investment Management 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.


Philosophy

The client's needs are our highest priority. We are committed to developing a successful investment program that is based on our client's financial goals and objectives. We help our clients understand their investment plan and financial markets.

We Believe

Asset allocation has the most significant impact on investment results. Our approach combines modern portfolio theory with the practical lessons we have learned working in the investment industry. We focus significant efforts on the development and maintenance of asset allocation strategies that maximize return for a given level of risk.

We Emphasize

Understanding Our Client's Financial Circumstances | Developing Portfolios That Match Our Client's Risk Tolerance | Minimizing Costs | Liquid Investments | Taking a Long-term Perspective | Exceptional Service | Portfolio Rebalancing | Performance Monitoring & Reporting