WISCO INVESTMENT MANAGEMENT LLC

Overview

Wisco Investment Management LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, and also maintains insurance brokerage capabilities that it integrates into client relationships. Fee arrangements include both a percentage of assets under management and fixed-fee engagements. Investment positioning favors public equities as the primary allocation vehicle, with equities identified as the firm’s preference. Wisco puts a meaningful portion of client capital into exchange-traded equities to implement core equity exposure and tactical ideas, while supplementing those positions with mutual funds and insurance-based products where appropriate. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices