Wisco Investment Management LLC
402 Gammon Place, Suite 380
Madison, Wisconsin 53719
A Registered Investment Adviser
Investment advisors, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. Investment advisors have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
TYPES OF NONPUBLIC PERSONALINFORMATION WE COLLECT
We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.
PARTIES TO WHOM WE DISCLOSE INFORMATION
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENT’S INFORMATION
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us. (608) 442-5507
All written content of this site is for informational purposes only and does not constitute a complete description of our investment services or performance. Materials presented in this website, or any linked website, are believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your investment advisor prior to implementation. Fee-only investment advisory services are offered through Wisco Investment Management LLC, a state registered investment advisor firm in the state of Wisconsin. Nothing on this website should imply that past results are an indication of future performance.
Wisco has a custodial agreement with Charles Schwab,which means they hold your assets in an account.
As a Registered Investment Advisor Firm, Wisco Investment Management is regulated by the State of Wisconsin Department of Financial Institutions. Typing Wisco Investment Management into SEC Investment Advisor Search will take you directly to our firm’s Form ADV on file with the State.