Wisconsin Capital Management

Wisconsin Capital Management

About your host: Tom G. Plumb, CFA is the Principal of Wisconsin Capital Management, a firm he has led since its founding in January 2004. The firm traces its roots back to 1984, formerly operating as Thompson Plumb & Associates. In addition to his leadership role, he serves as a Portfolio Manager and Research Analyst, bringing over 30 years of experience in the financial industry.For two decades, he was the Lead Manager of two prominent balanced mutual funds: the Thompson Plumb Balanced Fund and the Dreyfus Premier Balanced Opportunity Fund, where he developed a reputation for disciplined investment strategy and long-term performance.He holds a Bachelor of Business Administration degree from the University of Wisconsin–Madison, is a Chartered Financial Analyst (CFA) charterholder, and an active member of the Madison Investment Management Society.Outside of finance, he is a cigar aficionado, with a refined appreciation for the world’s finest tobaccos. Hear Tom live every Tuesday at 8:05am on News-Talk 1310 WIBA or anytime on the iHeartRadio app.

Episodes

August 26, 2025 19 mins
Mark as Played
In this episode of Ask The Experts with Wisconsin Capital Management, Shawn is joined by Tom and Nate to break down the often confusing world of financial advisors and investment strategies. They explore key factors that influence investment success—like asset allocation, compounding, time, and risk vs. return—and emphasize the importance of evaluating whether your investments are delivering expected returns.The conversation dives ...
  • Mark as Played
    Mark as Played

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