Isthmus Partners

EST. AUM
$1,438,537,516

CONTACTS
4

CLIENT ACCOUNTS
1,894

Firm Details

Metro area Madison
CRD Number 171279
Website isthmuspartnersllc.com
Client types

Overview

Isthmus Partners, LLC is an independent, employee-owned investment advisory firm based in Madison, Wisconsin, specializing in actively managed, research-driven investment strategies for high-net-worth individuals, families, and institutional clients. Founded on the principles of disciplined fundamental analysis and long-term value creation, the firm is known for managing domestic equity portfolios entirely in-house, using a proprietary framework to identify high-quality, attractively valued companies. With a client-centric and fiduciary approach, Isthmus constructs customized portfolios tailored to individual goals and risk profiles, while selectively incorporating ETFs or mutual funds for international and fixed income exposure. Their commitment to internal portfolio management, combined with a rigorous and transparent investment process, defines their identity as a high-conviction, results-focused advisory firm.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Isthmus Partners

Platform Details

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