Isthmus Partners

Isthmus Partners

Financial Services, 1 South Pinckney St, Madison, Wisconsin, 53703, United States, 11-50 Employees

isthmuspartnersllc.com

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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 method...

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  • 1 South Pinckney St, Madison, Wisconsin, 53703, United States Headquarters: 1 South Pinckney St, Madison, Wisconsin, 53703, United States
  • 2014 Date Founded: 2014
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

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Isthmus Partners Org Chart and Mapping

Employees

Victor Rodriguez

Founding Partner, Chief Operating Officer

Cfp® Joel C. McNeil

Founding Partner, Director of Advisory Services

Bopharoth Ros

Director of Portfolio Operations

Frank Gambino

Founding Partner, Chief Equity Strategist

Sara Trachte

Director of Marketing & Strategic Initiatives

Jeremy Baier

Partner, Senior Equity Analyst

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Frequently Asked Questions Regarding Isthmus Partners

Answer: Isthmus Partners's headquarters are located at 1 South Pinckney St, Madison, Wisconsin, 53703, United States

Answer: Isthmus Partners's phone number is +16*********

Answer: Isthmus Partners's official website is https://isthmuspartnersllc.com

Answer: Isthmus Partners's revenue is $1 Million to $5 Million

Answer: Isthmus Partners's SIC: 6282

Answer: Isthmus Partners's NAICS: 523940

Answer: Isthmus Partners has 11-50 employees

Answer: Isthmus Partners is in Financial Services

Answer: Isthmus Partners contact info: Phone number: +16********* Website: https://isthmuspartnersllc.com

Answer: 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.

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