Wisconsin Capital Management

11/03/2026

🌟 Your health is an investment, too. We spend a lot of time talking about investing in our financial future, but what about investing in ourselves?

On the latest episode of Beyond the Balance Sheet, hosts Aaron Carreno and Nathan Plumb sit down with Nichol Harvey, co-owner of Kneaded Relief Day Spa
& Wellness in Fitchburg, for a conversation about entrepreneurship, business growth, and the importance of prioritizing personal well-being.

Nathan also shares a financial perspective on the importance of aligning incentives, managing business finances, and making thoughtful decisions for the future.

One message from Nichol really stands out: You have to fill your own cup before you can pour into anybody else's.

Whether you're a business owner, entrepreneur, or simply looking for ways to invest in your future, this conversation is a reminder that financial health and personal wellness go hand in hand.

🎙️ Tune in to the latest episode of Beyond the Balance Sheet.

📺https://youtu.be/uXjZ0xZZgsE

🔊https://wiscap.com/podcast/beyond-the-balance-sheet/e10-investing-in-yourself-the-business-of-wellness-with-nicole-harvey-of-kneaded-rel

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.

10/26/2026

As a Portfolio Manager at Wisconsin Capital Management, Nathan Plumb puts clients at the center of every relationship, combining personalized investment guidance with a thoughtful approach to understanding each client’s unique goals, priorities, and vision for the future.

Because successful investing starts with knowing what you own and why you own it.

Connect with Nathan to experience a more personal, relationship-driven approach to wealth management.

🔗https://wiscap.com/nathan-plumb

10/23/2026

✈️ Have you spotted us at the airport yet?

Wisconsin Capital Management and the Plumb Mutual Fund have officially made their mark at Dane County Regional Airport! Look for our billboards at near Delta Gate 9.

We’re proud to advertise right here in our own backyard, and we’re loving the buzz these billboards are creating! One of the best parts? Hearing from friends and colleagues who have spotted us while traveling. Nothing makes us smile more than a “Hey, I saw your billboard at the airport!”

So, next time you’re flying out of Madison, keep your eyes open. You just might see a familiar face in the crowd… or a familiar name on the wall!

Thanks for helping us spread the word, Madison!

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. WCMs 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.

The Plumb Funds are distributed by Ultimus Fund Distributors, LLC

Mutual fund investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.

The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained on www.plumbfunds.com or by calling 1- 866-987- 7888. Read it carefully before investing.

10/16/2026

Catch Nate Plumb tomorrow morning at 9 AM on WKOW 27! 

10/16/2026

The market’s headline numbers don’t always tell the whole story. Beneath the surface, we’re identifying an abundance of high-quality companies with attractive long-term investment potential.

If you’ve been sitting on the sidelines, now is the time to start a conversation with us. Let’s explore the opportunities today’s market may offer.

Read our Q3 2026 Commentary at https://wiscap.com/news

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. WCMs 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.

10/13/2026

This weekend! Kanopy Dance Company & Academy presents Without Borders
Celebrating the Dance Legacy of José Limón

Spellbinding Dance - https://mailchi.mp/kanopydance/a-sneak-peek-at-spellbinding-dance26-7-4136825

Without Borders
Celebrating the Dance Legacy of José Limón

SPELLBINDING DANCE
Opening Thursday, October 15-18,2026
Four Performances Only
Overture Center
Tickets: https://www.overture.org/tickets-events/2026-27-season/kanopy-dance-company-without-borders/

10/12/2026

🎥 Always a great time on set with Lee Acker!

Last week, Nathan joined Lee and Jason Ilstrup for an upcoming segment of Live it Up with Lee & Friends on WKOW 27!

The conversation focused on an important investing principle: understanding what you own in your investment portfolio and why you own it. Knowing what you hold, how your investments work together, and how they align with your financial goals is an important part of making informed investment decisions.

A big thank-you to Lee and Jason for a great conversation and a fun experience!

Hope you can catch the segment, this Saturday October 17th at 9am on Channel 27.

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. WCMs 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.

10/09/2026

Proud to sponsor this segment tomorrow of Live it Up with Lee & Friends on WKOW 27 at 9am!

10/08/2026

📺 We’re on CTV in Madison!

We’re excited to announce that Wisconsin Capital Management is taking our message to the big screen with our new CTV commercial, now airing across the Madison, Wisconsin market.

As a Madison-based investment management firm, we believe investors deserve more than a one-size-fits-all approach. They deserve thoughtful investment strategies, experienced professionals and a relationship built on trust.

Our new commercial is another way we’re connecting with individuals, families and financial professionals throughout the Madison area—and introducing more people to what Wisconsin Capital Management is all about.

To learn more, 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.

09/29/2026

💡 What happens when a great idea moves from the laboratory to the marketplace? And perhaps even more importantly—how do you protect it?

On the latest episode of Beyond the Balance Sheet, hosts Aaron Carreno and Thomas Plumb sit down with Beth Epstein, founder of E Epstein Patent Agency, for a fascinating conversation about innovation, entrepreneurship, intellectual property, and taking the leap to build something of your own.

Beth's journey is anything but ordinary. After nearly a decade working in molecular biology and biochemistry laboratories, she transitioned into patent practice and ultimately launched her own agency.

During the conversation, Beth shares insights into:
🔹 Common mistakes inventors make when protecting an idea
🔹 Why when you disclose an invention can be just as important as the invention itself
🔹 Patents vs. trade secrets
🔹 How entrepreneurs should think about the cost of protecting intellectual property
🔹 The growing intersection of AI and intellectual property
🔹 Why getting professional guidance early can make a significant difference
🔹 The realities of leaving a traditional career and becoming an entrepreneur

One message really stood out: Great ideas have value—but turning an idea into an opportunity requires preparation, thoughtful decisions, and action.
Whether you're an entrepreneur, business owner, scientist, investor, or simply someone with an idea you're passionate about, this is a conversation worth hearing.

Listen to the full episode by visiting the links below or wherever you get your podcasts.

🎙️https://lnkd.in/gh-sr2hH
📺 https://lnkd.in/gbpxMjYy

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.