Wall Street to Wisconsin

Independent Investment Advice

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Investment Process

This page outlines the six steps our team uses when managing your investments. Take a look for yourself and learn about the investment process that makes our team so effective. Contact us if you have any questions.

Investment Process

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Philosophy and Mission Statement

For a company to succeed, it must be built on solid guiding principles. Read our business philosophy and mission statement, and you'll see what guides us in our daily operations.

Philosophy and Mission Statement

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When dealing with your financial future, it's crucial to know how your financial advisor will treat your privacy. Read our policies and rest assured that we will respect your privacy.


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About the Team

Before you decide if our business is right for you, we'd like you to get to know us better. This page offers a look into our educational and professional backgrounds, as well as some personal facts.

About the Team

Contact us today to learn how to diversify your portfolio.
Call (608) 509-7627

About Us

WISCO Investment Management is an independent, fee-only, Registered Investment Advisor (RIA) licensed in the State of Wisconsin and headquartered in Madison. At WISCO, we help individuals, families, and small businesses make smart decisions with their financial assets. 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.

Our team is composed of two investment advisors. We have backgrounds in investment management, and five years ago, we decided to become independent. Both of our advisors have more than 20 years of experience in the investment industry. When you come to us, you'll have our Wall Street experience and extensive education on your side. Our proprietary in-house process is important to us; we don't outsource any of our work.


Thank you for your interest. For questions or comments, please use the information listed here. We look forward to hearing from you soon.

(608) 509-7627

Hours of Operation
Monday - Friday: 9:00 a.m. - 4:00 p.m.
We have after hours appointments available upon request.

402 Gammon Place, Suite 380, Madison, WI 53719


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