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Isthmus Partners

Finance · Wisconsin, United States · <25 Employees

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About

Headquarters

1 S Pinckney St Ste 818, Madison, Wisconsin, 53...

Phone Number

(608) 729-0949

Revenue

$6.7 Million

Industry

Finance General Finance

Recent News & Media

No recent news or media

Who is Isthmus Partners

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.Read more

Isthmus Partners's Social MediaPopular SearchesIsthmus Partners LLCIsthmus PartnersIsthmus LLCIsthmus Island Investments LLCaspxIsthmus Investments LLCSIC Code 62,628NAICS Code 52,523Show more

Isthmus Partners Org Chart

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Victor Rodriguez
Victor Rodriguez

Founding Partner, Chief Operating Officer

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PhoneEmail

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Frequently Asked Questions regarding Isthmus Partners

Where is Isthmus Partners located?
Isthmus Partners's headquarters are located at 1 S Pinckney St Ste 818, Madison, Wisconsin, 53703, United States
What is Isthmus Partners's phone number?
Isthmus Partners's phone number is (608) 729-0949
What is Isthmus Partners's official website?
Isthmus Partners's official website is www.isthmuspartnersllc.com
What is Isthmus Partners's Revenue?
Isthmus Partners's revenue is $6.7 Million
What is Isthmus Partners's SIC code?
Isthmus Partners's SIC: 62,628
What is Isthmus Partners's NAICS code?
Isthmus Partners's NAICS: 52,523
How many employees does Isthmus Partners have?
Isthmus Partners has <25 employees
What industry does Isthmus Partners belong to?
Isthmus Partners is in the industry of: Finance General, Finance
What is Isthmus Partners competition?
Isthmus Partners top competitors include: Constant Guidance Financial LLC, Shorepoint Capital Partners LLC, The Normann Financial Group, Eppolito Financial Strategies LLC
What technology does Isthmus Partners use?
Some of the popular technologies that Isthmus Partners uses are: jPlayer, Cloudflare CDN, reCAPTCHA, nginx
How do I contact Isthmus Partners?
Isthmus Partners contact info: Phone number: (608) 729-0949 Website: www.isthmuspartnersllc.com
What does Isthmus Partners do?

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.Read More

What are Isthmus Partners social media links?
Isthmus Partners Linkedin page
Is Isthmus Partners a public company?
Isthmus Partners is private company therefore does not currently have an official ticker symbol
See more information about Isthmus Partners

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