WISCO utilizes our experience as institutional investment analysts and financial advisors to offer a variety of investment services.
At Wisco, our goal is to provide clients with a liquid portfolio (something that we can sell quickly) that targets a specific level of return while taking the least amount of risk possible.
Wisco is a Registered Investment Advisor (RIA) with the State of Wisconsin. We are held to a fiduciary standard and always put the interests of our clients first. We help clients understand their risk tolerance and build portfolios that are appropriate for a given level of risk.
We have over 50 years of combined experience managing investments for individuals, businesses and institutions. We can customize an investment strategy to meet your unique needs using stocks, bonds, exchange trade funds and/or mutual funds. We custody client accounts at Charles Schwab.
Besides planning for retirement, we can help clients achieve other financial goals (paying for a child/grandchild’s education, buying a house and/or funding a trust). Our planning software, MoneyGuidePro, is very flexible and we can build a customized plan for your family.
We assist with building a retirement plan that will give you a better understanding of what a realistic retirement age and expected income might be, given your financial situation. We also periodically review your retirement plan to make sure everything is on track.
Wisco offers both temporary and permanent life insurance policies. We can also help clients figure out the appropriate amount of insurance they should have for each family member. WISCO can assist with both fixed and variable annuity products.
Estate planning can be used to eliminate uncertainties over probate and to maximize the value of the estate by reducing taxes and other expenses. We offer estate planning needs and partner with several estate planning professionals that design wills, trusts and other end-of-life planning.