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    We believe in an unbiased,
    independent and objective investment
    approach based on time-tested
    financial principles.”

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    Our team is unique because our
    approach utilizes our diverse expertise
    and insight within a collaborative
    investment model.”

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    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.”

Wm. Bruce Fox

Wm. Bruce Fox

Bruce Fox

Portfolio Manager

Bruce Fox began his career in the financial services industry in 1990 as an Account Manager for an insurance brokerage firm. In 1994, Bruce became the regional Finance Director for Governor Tommy Thompson's 1994 gubernatorial campaign. Following the campaign, he worked for five years at the Wisconsin Department of Commerce. Bruce joined US Bank’s Private Client Reserve in 2000 as Vice President and Senior Portfolio Manager and spent 16 years providing integrated investment services to high-net-worth clients and institutions. In 2016, Bruce joined Isthmus Partners specializing in comprehensive investment planning and portfolio management for individuals, corporations and non-profit organizations. Bruce earned his Bachelor of Arts degree from Vanderbilt University and a Master’s of Business Administration degree from the University of Wisconsin-Madison.