Customized Portfolio Management

For accounts over $500,000.  (if you have less than $500,000 of investable assets, click here for Oarsman Blueprint, our investment platform for emerging wealth.)

At Oarsman Capital, we believe an essential element of investment success is understanding each client’s unique circumstances. At the outset of each relationship, we take particular care in helping our client articulate his or her investment objectives, preferences and constraints. Armed with that understanding, we then construct an investment portfolio tailored to meet the client’s needs through a wide range of economic and market environments.

Investment Guidelines

Each Oarsman Capital portfolio is customized to reflect the client’s unique investment objectives, preferences and constraints. A proprietary approach to planning helps our clients find an optimal asset allocation.

Core Approach

The core equity portfolio typically holds between 40 and 50 individual common stocks. We enhance the performance potential of the overall portfolio by adding complementary investments, such as international, small-cap and emerging market ETFs (exchange-traded funds). Balanced portfolios hold a similar number of stocks coupled with ETFs, plus income producing bonds or bond funds.  For a smaller portion (up to 15% of the total portfolio) of the portfolio, we will also add hybrid securities such as high-yield bonds, inflation protecting bonds, REITs and natural resource funds.

Know What You Own

Ownership of individual securities means always knowing what you own. It also allows Oarsman portfolios to accommodate individual client preferences to include or exclude securities of a specific issuer or industry.

Tax Efficiency

Securities are generally purchased with a long-term perspective. Annual portfolio turnover averages less than 25%, and extra care is taken to match realized gains with losses when available, helping to enhance tax efficiency.

Milwaukee Office
759 North Milwaukee St.  Suite 605
Milwaukee, WI 53202  |  414-221-0081
Door County Office
10350 North Orchard Rd.
Ephraim, WI 54211  |  920-854-9210
Madison Area Office
620 Water St.
Prairie du Sac, WI 53578  |  608-445-6762

Brookfield Office
13160 West Burleigh Rd.
Brookfield, WI 53005  |  262-783-0600
Fox Valley Office
4311 North Lightning Dr.
Appleton, WI 54913 |  920-738-3244

This website is for informational purposes only; it does not constitute a complete description of Oarsman Capital’s investment advisory services. The information contained herein does not constitute tax, legal or investment advice. Visitors should discuss the personal applicability of specific investment instruments, strategies and services with a professional advisor. Visitors will not be considered clients of Oarsman Capital, Inc. by virtue of access to this website.  Oarsman Capital, Inc., conducts business only in jurisdictions where registered, or where an applicable registration exemption or exclusion exists.  Information contained herein is not intended for persons in any jurisdiction where such use would be contrary to the laws or regulations of that jurisdiction, or which would subject Oarsman Capital to unintended registration requirements. Information throughout the site is obtained from sources we believe to be reliable, but we do not warrant or guarantee its timeliness or accuracy.  Information regarding historical investment results should not be interpreted as an indication of future performance.  Portfolio diversification (balance) cannot eliminate investment risk; a diversified investment strategy emphasizing high-quality securities can result in loss of principal.