WISDOM INVESTMENTS

Overview

Wisdom Investments is an independent registered investment adviser that provides discretionary portfolio management and financial planning primarily for individuals, families and small businesses, with some institutional clients. The firm favors a mutual-fund-centric approach to portfolios, running most client assets in public funds while maintaining discretion over asset allocation and manager selection. Services extend beyond portfolio management to include hourly and fixed-fee planning engagements and educational seminars, signaling a practice that mixes hands-on investment oversight with client education. The firm is not positioned as an ESG specialist and does not describe itself as a multi-state or pension consultant adviser. Ownership is held privately (individual owner type), and the business model combines percentage-of-AUM fees with hourly and fixed-fee arrangements, allowing flexibility for both ongoing managed accounts and project-based planning work.

Assets & Accounts

Investments & Alternatives

Location & Offices