Wisco Investment Management LLC

Overview

Wisco Investment Management LLC is an independent, Wisconsin-registered investment adviser organized as an LLC and owned by an individual. The firm serves a mix of individual/family and institutional clients, delivering financial planning and portfolio management for individuals and small businesses. Its client fees are charged as a percentage of assets under management and through fixed-fee arrangements. Wisco also operates as an insurance broker, a capability that appears consistent with its use of annuity products alongside traditional investment management. The firm does not present itself as an ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices