Tom Plumb

WisCap strives to provide strong absolute and relative long-term investment returns through a combination of capital appreciation and current income. Clients rely on the firm to manage their assets and minimize portfolio volatility during market fluctuations. In its investment selection process, WisCap seeks diversification by asset class, geography, capitalization and industry. The firm works closely with its clients to develop a portfolio appropriate to a client’s financial objectives and risk profile. They utilize a fundamental growth at reasonable prices investment strategy.

Functions as a College/University

SVA WM strives to provide solid long-term investment returns through a combination of capital appreciation and current income. In its selection process, the firm seeks diversification through investment instrument diversification, as well as by asset class, geography, capitalization, and industry. Their asset allocations are generally based on a proprietary methodology, including model portfolios recommended by Investment Committee, and customized based on the client’s investment restrictions and risk tolerance. The SVA WM Investment Committee meets routinely to research, develop and monitor the overall investment strategies and models implemented in client portfolios.