VISDOM INVESTMENT GROUP LLC

Overview

Visdom Investment Group LLC is a small, equity-focused registered investment adviser that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and concentrates its client work on higher-net-worth households and institutional relationships. Investment activity is centered on exchange-traded equities; the adviser does not identify itself as an active ESG investor. Services emphasize discretionary portfolio management with a preference for liquid, publicly traded instruments rather than private or illiquid vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices