Isthmus Partners, LLC
www.isthmuspartnersllc.comIsthmus 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.
Read moreIsthmus 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.
Read moreCountry
State
Wisconsin
City (Headquarters)
Madison
Industry
Employees
11-50
Founded
2014
Estimated Revenue
$1 to $1,000,000
Social
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View all employeesPotential Decision Makers
Founding Partner , and Chief Investment Officer
Email ****** @****.comPhone (***) ****-****Founding Partner , Chief Equity Strategist
Email ****** @****.comPhone (***) ****-****President
Email ****** @****.comPhone (***) ****-****Founding Partner , Director of Advisory Services
Email ****** @****.comPhone (***) ****-****
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