Wisconsin Capital Management

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.

Live it Up! With Lee & Friends: Wisconsin Capital Management 7-18-26 Nathan Plumb, the manager at Wisconsin Capital Management, shared h...

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.

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

What does a portfolio manager actually do?

It's a question we hear often—and one that Nate Plumb answers this Saturday with .acker on Live it Up with Lee & Friends on 27 at 9am.

In this episode, Nate takes viewers behind the curtain of professional portfolio management, discussing:
1. How thousands of investment opportunities are narrowed down to just a select few
2. The extensive research that goes into every investment decision
3. Why understanding inflation is essential to protecting your purchasing power
4. The disciplined process behind building long-term wealth

One of our favorite takeaways:
"A financial plan is only as strong as the investments powering it."

To learn more about us, visit https://www.wiscap.com/

Investing involves risk, including the possible loss of principal. A Roth IRA may not be appropriate for everyone. Eligibility rules and tax considerations apply. Consult with your financial and tax professionals regarding your individual situation.

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 separates successful investors from everyone else? According to Thomas Plumb, it's not predicting the next hot stock—it's staying disciplined when markets become emotional. In this special episode of Beyond the Balance Sheet podcast, where inspiring personal stories meet thoughtful financial insight, hosts and Nathan Plumb turn the microphone toward the person who built Wisconsin Capital Management!

Tom reflects on more than 40 years in the investment industry, sharing the personal experiences, market lessons, and timeless principles that continue to shape his investment philosophy today.

From navigating the 1987 market crash to raising a young family while building a career, Tom offers practical wisdom about risk, patience, long-term investing, and why understanding what you own matters more than reacting to headlines.

Whether you're just beginning your financial journey or preparing for retirement, this conversation is packed with insights that extend far beyond the markets.

📺Watch the full interview: https://youtu.be/xbasxREOgZc
🎧 Listen by visiting the links below or wherever you get your podcasts.

Spotify-https://open.spotify.com/episode/4B0aCKhTxitdphGMq5Rndp?si=8713c8e9907f475a

Apple Podcasts-https://podcasts.apple.com/us/podcast/the-principles-that-never-change-40-years-of/id1896867296?i=1000776169859

iHeartRadio-https://www.iheart.com/podcast/263-wisconsin-capital-manageme-335646474/episode/the-principles-that-never-change-40-years-of-investing-with-tom-plumb-338534094

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.

We are proud to support the Wisconsin Veterans Museum’s 22nd Annual Golf Outing on Monday 7/13 at The Oaks Golf Course!

The Wisconsin Veterans Museum Foundation provides private fundraising support for the Museum. Since 1992 the Foundation has assisted the museum staff with preserving of our veterans' stories through the development of exhibits, presentation public programs, acquisition of historic objects, and engagement in activities to advance the Museum's mission.

For information, visit: https://wisvetsmuseum.com/wisconsin-veterans-museum-foundation/

As we gather with family, friends, and neighbors this weekend, we're reminded that freedom is something worth celebrating-and protecting.

For many, financial independence is part of that freedom. It's the ability to retire on your own terms, help a child through college, support the causes you care about, or simply enjoy life's moments with greater peace of mind.

While fireworks last only a few minutes, the financial decisions you make today can create opportunities that last for generations.

We hope you take time to unplug, enjoy the traditions that make this holiday special, and appreciate the people who matter most.

From all of us at Wisconsin Capital Management, we wish you and your family a safe, joyful, and meaningful 4th of July!

When people think about investing, they often ask, "What stock should I buy?"

A better question might be: "Am I using the right account?"

This past Saturday, Nathan Plumb joined .acker Acker on Live it Up with Lee & Friends on WKOW 27 . He discussed why the Roth IRA remains one of the most powerful tools for long-term wealth building.

Albert Einstein reportedly called compound interest the "eighth wonder of the world." Whether or not he actually said it, the principle is undeniable: time is one of the greatest advantages an investor has!

To learn more about us, visit WisCap.com

Investing involves risk, including the possible loss of principal. A Roth IRA may not be appropriate for everyone. Eligibility rules and tax considerations apply. Consult with your financial and tax professionals regarding your individual situation.

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.

Live it Up! With Lee & Friends: Wisconsin Capital Management 6-27-26 Nathan Plumb, the portfolio manager at Wisconsin Capital Management...

Catch our very own Nate Plumb this morning on Live it Up with Lee & Friends with Lee Acker!