Wise Investment Management

Overview

Wise Investment Management is a small, fee-based advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm's stated preference is equities, and its filings indicate portfolio construction emphasizes exchange-traded instruments and separately managed account (SMA) structures. Management runs client assets on a percentage-of-AUM fee schedule and does not identify itself as an active ESG investor or a multi-state adviser. Investment activity centers on liquid public markets, with the firm allocating the vast majority of its capital to exchange-traded equities. That public-equity bias suggests a core stock-and-ETF approach for portfolio exposure, supplemented by selective allocations to private equity as an alternative sleeve. The business operates from a single-office setup, consistent with a boutique advisory model serving a small number of accounts with bespoke, discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices