Wilson Investment Services

Overview

Wilson Investment Services is a small, independent registered investment adviser that manages portfolios for individuals and families, plus a portion of small-business clients. The firm’s advisory work centers on financial planning and discretionary portfolio management, with clients billed on a percentage-of-assets-under-management basis. Its reported activity shows a clear tilt toward pooled public funds and mutual funds as the primary building blocks of client portfolios, supplemented by separately managed account (SMA) structures where customization is needed. The adviser does not identify itself as an active ESG investor and operates from a single-office footprint rather than as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices