WE HOLD THE FUTURE IN TRUST
The Plumb Trust Company grew out of the Thompson Plumb & Associates investment advisory firm founded in 1984 which is now known as Wisconsin Capital Management, LLC. As investment advisory clients' needs became more complex, the firm created the Plumb Trust Company in October of 2001 to provide a very high level and broad range of service. The Trust Company now provides trust administration, custody, and other fiduciary and financial services to clients of Wisconsin Capital Management, LLC, and to clients of other select investment advisors.
The experienced trust professionals at Plumb Trust Company work closely with clients and their advisors to accomplish client objectives. We work as a team within the Trust Company and with the investment advisors to coordinate investment issues with the client's full financial situation in mind.
Plumb Trust Company serves a broad client base. While the majority of our clients reside at least a portion of the year in Wisconsin, we have many clients throughout the Midwest as well as other parts of the country. Our offices are located in Madison but individuals and institutional organizations throughout the region enjoy the benefits of our trust services. For example, we have a significant number of clients in Chippewa Valley area so our officers are frequently on the western edge of the state for client meetings. We believe face-to-face meetings are beneficial; although with today's technology, our service can be quite personal even at a distance for our clients whom we cannot see as frequently.
INDEPENDENT.
PROFESSIONAL.
EXPERIENCED.