Wisconsin Capital Management

08/31/2026

Know What You Own

Understanding your investments is an important part of being an informed investor.

A portfolio may include a variety of investments, each with its own characteristics, objectives, risks, and potential rewards. Taking the time to understand what you own can help provide greater clarity about how your investments fit within your overall financial objectives and risk tolerance.

Questions investors may want to consider include:
• What do I own?
• What role does each investment play in my portfolio?
• What risks are associated with these investments?
• How diversified is my portfolio?
• Are my investments consistent with my long-term objectives?

At Wisconsin Capital Management, we believe that understanding an investment is an important part of the investment process.

Markets fluctuate, and there is no assurance that any investment strategy will achieve its objectives or that any particular investment will be profitable.

Do you know what you own? We are here to help, visit us to learn more.
https://wiscap.com

Wisconsin Capital Management (WCM) is a registered investment adviser. SEC registration does not imply a certain level of skill or training. Investing in securities involves risk, including the potential loss of principal; past performance guarantees no future results. This material is for informational purposes only and should not be construed as a solicitation or financial, legal, or tax advice. WCM's Form ADV Part 2A contains detailed information regarding operational practices, conflicts of interest, and fee structures, and is available upon request by contacting: wiscap.com, [email protected], 608-960-4616, or 8020 Excelsior Dr, Suite 402, Madison, WI 53717.

08/27/2026

What makes a boutique investment firm different?

A boutique firm can offer something that’s increasingly valuable: personal attention, accessibility, and a relationship built around you.

We believe our clients benefit from:
🔹 Personalized attention — You’re more than an account number.
🔹 Direct access — Work with experienced professionals who know your goals and circumstances.
🔹 Focused expertise — A specialized team can stay focused on investment research, portfolio management, and long-term strategy.
🔹 Long-term relationships — We take the time to understand where you are today and where you want to go.
🔹 A more personal experience — Decisions and conversations are centered around your needs—not a one-size-fits-all approach.

Sometimes, the advantage isn’t being the biggest. It’s being more personal.
To learn more about us, visit: https://wiscap.com

Wisconsin Capital Management (WCM) is a registered investment adviser. SEC registration does not imply a certain level of skill or training. Investing in securities involves risk, including the potential loss of principal; past performance guarantees no future results. This material is for informational purposes only and should not be construed as a solicitation or financial, legal, or tax advice. WCM's Form ADV Part 2A contains detailed information regarding operational practices, conflicts of interest, and fee structures, and is available upon request by contacting: wiscap.com, [email protected], 608-960-4616, or 8020 Excelsior Dr, Suite 402, Madison, WI 53717.

08/17/2026

Swipe to see reasons we believe working with a boutique investment firm can make a difference!

Boutique by choice. Focused on you.

Learn more at WisCap.com

Wisconsin Capital Management (WCM) is a registered investment adviser. SEC registration does not imply a certain level of skill or training. Investing in securities involves risk, including the potential loss of principal; past performance guarantees no future results. This material is for informational purposes only and should not be construed as a solicitation or financial, legal, or tax advice. WCM's Form ADV Part 2A contains detailed information regarding operational practices, conflicts of interest, and fee structures, and is available upon request by contacting: wiscap.com, [email protected], 608-960-4616, or 8020 Excelsior Dr, Suite 402, Madison, WI 53717.

08/10/2026

08/06/2026

💡What happens when you see a need in your community—and decide to build what’s missing?

In the latest episode of Beyond the Balance Sheet, our hosts Nate Plumb and Aaron Carreno sit down with Patrick Farabaugh, founder and publisher of Our Lives Magazine , for a conversation about entrepreneurship, resilience, storytelling, and building something with purpose.

Patrick shares his remarkable journey from leaving home as a teenager and finding his way into the world of publishing—working with names like Entertainment Weekly, Out Magazine, and Condé Nast—to eventually making Madison home and launching Our Lives.

Nearly two decades later, the publication has grown into a platform dedicated to connecting communities and sharing stories from across Wisconsin.

Patrick also takes us behind the scenes of the next chapter: transitioning Our Lives from a traditional publishing business into a nonprofit, community-supported media organization designed for long-term impact.

One of the biggest takeaways from our conversation? “As long as I was doing purpose-driven work, I felt like it was a matter of time before stuff would start to fall into place.”

Listen to the latest episode of Beyond the Balance Sheet on Spotify or wherever you get your podcasts.

🎙️-https://lnkd.in/gJ7ANDYm

📺Watch the full interview here: https:
//https://lnkd.in/gVhkB27q

Wisconsin Capital Management (WCM) is a registered investment adviser. SEC registration does not imply a certain level of skill or training. Investing in securities involves risk, including the potential loss of principal; past performance guarantees no future results. WCM owns the Beyond the Balance Sheet Podcast; all podcast content is intended strictly for educational and informational use and does not constitute formal financial, investment, or legal advice. This material is for informational purposes only and should not be construed as a solicitation or financial, legal, or tax advice. WCM's Form ADV Part 2A contains detailed information regarding operational practices, conflicts of interest, and fee structures, and is available upon request by contacting: wiscap.com, [email protected], 608-960-4616, or 8020 Excelsior Dr, Suite 402, Madison, WI 53717.

08/03/2026

🎙️ New Episode of Beyond the Balance Sheet Podcast

What does it take to lead a family business that has served Wisconsin’s agricultural communities for generations—while preparing it for the future?

In our latest episode, hosts Aaron Carreno and Nate Plumb sit down with Patrick Johnson, co-owner of Johnson Tractor, for a conversation about family legacy, leadership, resilience, and growth.

Patrick shares the story of how his grandfather founded Johnson Tractor after returning from the Korean War, how his experiences working in international agriculture and living abroad shaped his perspective, and the lessons he’s learned since returning to help lead the family business.

From buying grain in Russia to helping guide one of the Midwest’s leading agricultural equipment dealerships, Patrick offers a fascinating perspective on what it means to build on a legacy without standing still.

They discuss:
• Leading a multi-generational family business through change
• How global experiences can shape leadership at home
• Building a strong company culture
• The value of mentorship and continuous learning
• Earning trust and serving the communities that support your business
• Balancing tradition with innovation and future growth

For business owners, entrepreneurs, and anyone interested in leadership and family-business succession, this episode is filled with lessons on stewardship, resilience, and creating a legacy that lasts.

📺Watch the full interview.
https://lnkd.in/gXgw9gVR

🎧 Listen by visiting the link below or wherever you get your podcasts.
Spotify-https://lnkd.in/gdb3cpHM

Wisconsin Capital Management (WCM) is a registered investment adviser. SEC registration does not imply a certain level of skill or training. Investing in securities involves risk, including the potential loss of principal; past performance guarantees no future results. WCM owns the Beyond the Balance Sheet Podcast; all podcast content is intended strictly for educational and informational use and does not constitute formal financial, investment, or legal advice. This material is for informational purposes only and should not be construed as a solicitation or financial, legal, or tax advice. WCM's Form ADV Part 2A contains detailed information regarding operational practices, conflicts of interest, and fee structures, and is available upon request by contacting: wiscap.com, [email protected], 608-960-4616, or 8020 Excelsior Dr, Suite 402, Madison, WI 53717.

07/22/2026

What does a portfolio manager actually do?

ICYMI-Nathan Plumb caught up with Lee Acker on Live it Up with Lee & Friends on WKOW 27 this past Saturday discussing his role as a portfolio manager and what happens "behind the curtain".

📺https://www.youtube.com/watch?v=-yK7W7NVmK0
🔗 WisCap.com

Wisconsin Capital Management (WCM) is a registered investment adviser. SEC registration does not imply a certain level of skill or training. Investing in securities involves risk, including the potential loss of principal; past performance guarantees no future results. This material is for informational purposes only and should not be construed as a solicitation or financial, legal, or tax advice. WCM's Form ADV Part 2A contains detailed information regarding operational practices, conflicts of interest, and fee structures, and is available upon request by contacting: wiscap.com, [email protected], 608-960-4616, or 8020 Excelsior Dr, Suite 402, Madison, WI 53717.

Nathan Plumb, the manager at Wisconsin Capital Management, shared h...

07/20/2026

What if your greatest investment isn't your portfolio—but your health?

When we think about investing, we often focus on markets, retirement accounts, and building wealth. But what if one of the most important investments you can make is in your own well-being?

🎙️ In the newest episode of Beyond the Balance Sheet, hosts Nate Plumb and sit down with , owner of Wellness in Middleton, Wisconsin, for a conversation that goes beyond finance.

John shares his inspiring journey from spending 25 years helping build a Wisconsin company into a successful employee-owned business (ESOP) to leaving the corporate world in search of greater purpose.

Today, he's helping others invest in their health through personalized wellness therapies that improve energy, recovery, performance, and quality of life.

In this episode, we discuss:
✅ John's transition from corporate executive to wellness entrepreneur
✅ Funding a new business using a ROBS (Rollover Business Startup)
✅ Why proactive wellness is one of the smartest long-term investments
✅ The powerful connection between physical health, financial success, and overall well-being
✅ Why investing in yourself may provide the greatest return you'll ever receive

Whether you're a business owner, investor, entrepreneur, or someone looking to live a healthier and more intentional life, this conversation offers valuable perspectives on creating lasting success—in business and beyond.

📺Watch the full interview

YouTube: https://youtu.be/KxEj6mT0yAg?si=W3JUOvJKoZasYxLK

🎧 Listen by visiting the link below or wherever you get your podcasts.

Spotify-https: //open.spotify.com/episode/4f4ffsMS2jQo7JybFKhZQu?si=X4CtESjVRm6jBaSlw7NjIQ

Wisconsin Capital Management (WCM) is a registered investment adviser. SEC registration does not imply a certain level of skill or training. Investing in securities involves risk, including the potential loss of principal; past performance guarantees no future results. WCM owns the Beyond the Balance Sheet Podcast; all podcast content is intended strictly for educational and informational use and does not constitute formal financial, investment, or legal advice. This material is for informational purposes only and should not be construed as a solicitation or financial, legal, or tax advice. WCM's Form ADV Part 2A contains detailed information regarding operational practices, conflicts of interest, and fee structures, and is available upon request by contacting: wiscap.com, [email protected], 608-960-4616, or 8020 Excelsior Dr, Suite 402, Madison, WI 53717.

07/17/2026

Catch Nate Plumb tomorrow morning at 9am with Live it Up with Lee & Friends!