We believe in an unbiased,
independent and objective investment
approach based on time-tested
financial principles.”
Our team is unique because our
approach utilizes our diverse expertise
and insight within a collaborative
investment model.”
We listen and work with you in a
consultative approach to customize
investment solutions to best meet your
needs today, tomorrow and in the future.”
From Madison, Wisconsin—on the isthmus between lakes Mendota and Monona—we provide investment management and advisory services to clients worldwide.
Our firm is 100% equity-financed. As fiduciaries, we manage client assets with a dedicated focus on quality, valuation and helping clients steward irreplaceable wealth.
We invite you to read more about our team, our approach and our proprietary core equity strategies.
A FOCUS ON QUALITY IN EVERYTHING WE DO.
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Registration with the SEC or state regulatory authority does not imply a certain level of skill or expertise.
Additional information about Isthmus Partners, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov.
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