Isthmus Partners serves individuals and families; institutions; and financial advisors. We are your trusted partner in planning, executing and managing investments with disciplined methodologies and proprietary processes that focus on high quality equities and independent valuations.
Our client relationships are guided by honesty, transparency and performance, and we value enduring relationships. To align your goals with customized strategies, we focus on long-term growth, capital preservation and identifying undervalued opportunities that will meet all the investment criteria.
Our team is highly experienced with both high-net-worth individuals and institutional clients, and our approach fully utilizes our diverse expertise and insight within a collaborative investment model.
As investment managers, we never take for granted the charge of acting as a fiduciary with discretion. We take this assignment seriously and wake up every day aiming to do a little better in helping our clients reach their goals.
The founding partners have worked together since 2003 and have more than 100 years of collective financial services expertise. The team is highly experienced at delivering superior investment products and services to individual and institutional clients.
Meet the Team
The Isthmus Partners team is composed of highly experienced professionals across Advisory Services, Investment Management, Client Services and Operations.
Founding partners David A. Hackworthy, Victor E. Rodriguez, Frank J. Gambino, CFA and Joel C. McNeil, CFP® have worked together since 2003. In 2014, they founded Isthmus Partners as an independent asset management firm. The origins of Isthmus Partners client assets date back 75 years. Built on honesty and integrity, we have applied the same high quality core investment tenets for over three generations.
Our company name is both a geographical reference and an expression of our purpose. An isthmus is a strip of land connecting two larger land areas, usually with water on either side. Madison, Wisconsin—built on the isthmus that connects lakes Mendota and Monona—is one of only two major U.S. cities built on an isthmus.
We adopted the name because we’re proud of our city and for the symbolism of our partnership with clients to provide peace of mind and to connect them with their financial goals.
Commitment in our vision.
Consistent in our pursuit.
Isthmus Partners has the expertise and resources to provide comprehensive financial solutions for individuals, families, institutions and financial advisors.
From our headquarters in Madison, Wisconsin, we serve a growing network of clients who value our autonomous approach to asset management that provides sound strategies, personal service and collaborative relationships.
Patience, discipline and a perspective rooted in the fundamentals are all critical to meeting our clients' goals. At Isthmus Partners, our core beliefs guide our investment decisions.
Equity Guiding Principles
- Valuation and quality must always factor into an investment manager's decision-making process.
- Great companies do not always constitute great investment opportunities; so we seek out attractively priced companies that have consistently created economic value for shareholders, which often include companies with improving quality characteristics.
- There is no substitute for independently assessing a company's valuation and future growth prospects.
- The outcome of independent research may involve going against the consensus. Investment practitioners have a perpetual obligation to evaluate the risks and merits of going against the crowd.