The Plumb Funds invest in companies we believe are innovators with the potential to disrupt entire sectors. We look for companies poised to benefit from the change, and over the long term, yield a recurring revenue growth stream and profitability.
For more than 30 years, the name “Plumb” has been synonymous with solid and disciplined wealth management and mutual fund goals.
Contact us:
8401 Excelsior Drive
Suite 102
Madison, WI 53717
Phone: 608-960-4616
Mutual fund investing involves risk. Principal loss is possible. The Funds may invest in smaller companies, which involve additional risks such as limited liquidity and greater volatility. The Funds may invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. The Plumb Balanced Fund will invest in debt securities, which typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities.
The Plumb Funds are distributed by Ultimus Fund Distributors, LLC, Wisconsin Capital Management is the adviser to the Plumb Funds.
For more information on the funds, including a free hard copy prospectus which explains management fees and expenses and the special risks of investing in the funds, please call 1-866-987-7888. Please read it carefully before investing. An investor should consider a fund’s investment objectives, risks, and charges and expenses carefully before investing.
The Plumb Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Plumb Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 8020 Excelsior Drive,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- plumbfunds.com
- Keywords
- Mutual Funds.
- HQ
- Madison, Wisconsin
Plumb Funds Questions
Plumb Funds's website is plumbfunds.com
Plumb Funds's LinkedIn profile is https://www.linkedin.com/company/plumb-funds
Plumb Funds has
5 employees.
View email and phone details for 5
employees at Plumb Funds.
Plumb Funds's industry is
Investment Management
Plumb Funds's categories are Investment Management
Plumb Funds's founding year is 2007
