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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-30-2011
- Office Locations
- 1
Office Locations
About Wisco Investment Management LLC
Wisco Investment Management LLC is a locally owned, independent RIA in Madison, WI providing fiduciary, in-house investment management tailored to each clients goals and risk tolerance. The team applies modern portfolio theory to build well-diversified, low-cost portfolios and monitors them daily, rebalancing at least every six months. The process leverages MoneyGuidePro and a proprietary 25+ year performance database, with many portfolios implemented using cost-effective, index-like securities (often ETFs) and custody at Schwab.
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Owner & Executives
GREGORY JOSEPH SCHROEDER
Chief Compliance Officer, PORTFOLIO MANAGER
- CRD
- #2518396
- Ownership
- 50% but less than 75%
STEPHEN JOHN SHARE
Investment Advisor, PORTFOLIO MANAGER
- CRD
- #5711561
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,295,078 | -- |
| Non-Discretionary | $0 | -- |
| Total | $92,295,078 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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