As an independent investment advisory firm, we work together with our clients to choose portfolios that best match your risk tolerance and goals. We seek to find valuable companies that provide quality products and services that are doing good in the U.S. and around the world. We are pursuing for “good returns” for “long term investors.”
We believe that investment decisions should be based on goals and those investments should require the least amount of risk in order to accomplish the long term objective (5 years) of “good returns.”
We believe that —over time— companies that are ethical and trying to do good tend to be the most successful over time. Therefore, we include investments that seek justice and mercy for the defenseless and the poor, compassion for those who are addicted or engaged in harmful lifestyles, and protection for the family structure. Our goal is to pursue gains in the market without compromising conscience.
Our investment management (financial planning) fee begins at 1% of the investment assets that we manage. In addition to fees charged by Wise Wealth, the portfolio fees are typically less than 1/2% (much lower than the industry average). Since our fees are based on the assets that we manage, we have a “vested interest” in our client’s account performance. Therefore, you can rest assured that we are offering portfolio recommendations that we believe are in your best interest and that will provide you with the rate of return you need while keeping the internal expenses as low as possible. We succeed when you succeed.
Lower standard deviation than benchmarks
Higher than underlying benchmarks
Quality control/ethical values approach
ETF’s and mutual funds