Institutions
Your Trusted
INVESTMENT PARTNER
Individuals & Families
Isthmus Partners is your trusted partner for investments. Located on the beautiful isthmus in Madison, Wisconsin, our mission is distinctive client care and leading investment results. We build value through conviction, focus and quality which improves the lives and outcomes of the individuals, families, and institutions that we serve.
Discover Isthmus Partners
Serving Individuals, Families and Institutions
Guiding You to a Secure Long-Term Financial Future
Institutions
Isthmus Partners offers Large Cap Core, Small-Mid Cap Core and Small Cap Core Equity strategies to institutional investors seeking competitive, long-term performance. We are independent and autonomous, which means we can respond quickly to investment opportunities. Our investment process is disciplined, repeatable and transparent.
Individuals & Families
We excel in investment management and financial planning and serve a diverse client base including individuals and generations of families. Our client outcomes are rooted in financial plans that are built by experienced teams and managed to stand the test of time. We are fiduciaries and passionately work to earn the trust and confidence of each client every day.
“The Best Way to Predict the Future is to Create it”
–Abraham Lincoln
Meet Your Team
We work as a team to give every client the benefit of our collective experience, insight and expertise.
