Wisconsin Capital Management

Today we sent out our very first Wisconsin Capital Management newsletter—and we’re excited to finally share it! 📫

Inside this first edition, we’re bringing together some of the things we’ve been working on, including:
🎙️ A look at our Beyond the Balance Sheet podcast with hosts Nathan Plumb, Thomas Plumb and Aaron Carreno including a link to the full interview with Jonathan Suttin
📺 An update on our YouTube channel
💡 A short video about micro-investing and getting started
🤝 A look at our continued commitment to the Madison community and our membership to Downtown Madison Inc.

Our goal is simple: share thoughtful financial insights, interesting conversations, and a little bit of what’s happening behind the scenes at Wisconsin Capital Management.

Think of it as a few financial tidbits, insights and stories delivered right to your inbox.

If you’d like a copy of our first newsletter—or want to learn more about Wisconsin Capital Management—visit: https://wiscap.com/news and sign up to receive our monthly newsletter.

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.

🎙️ What happens when a morning radio personality, a financial professional, and 27 years of Madison stories sit down for a conversation?

A lot of laughs. A few career lessons. And of course… a conversation about money.

On the latest episode of Beyond the Balance Sheet, Aaron Carreno and Nathan Plumb are joined by Jonathan Suttin, longtime morning show host and operations manager at 105.5 Triple M in Madison.

🎧 Tune in below or wherever you get your podcasts to hear Jonathan’s story—and maybe pick up a few financial and life lessons along the way.
Because sometimes the best stories go well beyond the balance sheet.

🎙️Spotify
https://lnkd.in/dJgCHJT4

📺 YouTube
https://lnkd.in/dvptvGBk

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.

Do you know what you own—and why you own it?

A 401(k).
A Roth IRA.
A traditional IRA.
A taxable investment account.
An inheritance.

You may have several different pieces of your financial picture—but do you really understand what’s inside them and how they work together?

In the latest episode of Beyond the Balance Sheet, Tom Plumb
explains why knowing what you own is an essential part of being a confident investor.

Because your portfolio should be more than numbers on a screen.

It should represent your goals, your priorities, and your financial future.

Tune in to Beyond the Balance Sheet to hear Tom Plumb explain why it matters to Know What You Own. Available below or wherever you get your podcasts.

🎙️Spotify
https://lnkd.in/gUFAzbsN

📺 YouTube
https://lnkd.in/gYVQV28D

Know what you own. Know why you own it.

Visit us to schedule a complimentary conversation-https://wiscap.com/, we’d love to connect!

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.

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.

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.

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.

💡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.

🎙️ 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.