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.
Contact us today to learn how to diversify your portfolio. Call (608) 509-7627
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.
Phone (608) 509-7627
Hours of Operation Monday - Friday: 9:00 a.m. - 4:00 p.m. We have after hours appointments available upon request.
Address 402 Gammon Place, Suite 380, Madison, WI 53719