SVA Plumb Trust Company

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Founded in 2001, Plumb Trust Company is an independent, state-chartered firm that offers investment management services. It provides a range of trust administration, fiduciary, custody and financial solutions for individuals, university foundations and institutional accounts. The company serves clients throughout the Midwest. Plumb Trust Company also offers medical claims processing and consulting services. It is regulated by the State of Wisconsin Department of Financial Institutions. The company maintains office locations in Madison in Wisconsin. In addition, Plumb Trust Company supports various organizations, such as Madison Repertory Theater and Wisconsin Chamber Orchestra. It is owned and operated by Wisconsin Capital Management.