Wiseowl Capital, LLC

Overview

Wiseowl Capital, LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm runs client portfolios with an equity preference and uses exchange-traded securities as a core building block for client accounts. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and fixed fees, which supports both ongoing investment relationships and one-off planning engagements. Investment activity centers on liquid market exposures for portfolios, while supplementing core positions with third-party alternative managers when appropriate. The firm does not position itself as an institutional allocator; rather, it blends mutual funds, listed equities and ETFs for core beta exposure and brings in hedge fund or real estate managers to provide diversification, income and non-correlated return sources.

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Public Holdings

Investments & Alternatives

Location & Offices