Guided by a value-oriented management
style, our team of experienced financial professionals
will help you build a comprehensive wealth management
strategy through personalized financial planning,
portfolio management and in-depth analysis.
Since 1988, the Wise Investor
Group has been committed to value-oriented investing,
helping our clients achieve long-term success
through proper asset allocation and long-standing
ownership of high-quality investments. The group
manages and oversees more than $1.5 billion in
client assets as of December 2007.
The Wise Investor Group is part
of Baird, an international wealth management firm
focused on creating great outcomes for our clients
with a commitment to the belief that how we do
business is just as important as the business
we do.
Randy Beeman, host of the Sunday
radio broadcast “The Wise Investor Show,”
provides listeners with the market insight and
tools they need to become better investors. Randy
also delivers a Midweek Update on the topics vital
to achieving long-term financial security.
Articles,
books, websites and other useful information to
help you become a more informed investor.
We Are Moving!! The Wise Investor Group to relocate to the 10th floor. Monday, August 9th, we will relocate to our new
office space on the 10th floor of the same building.
The Wise Investor Group is licensed
to offer securities throughout the United States and Washington
D.C. with the exceptions of Alaska, Kansas, Mississippi, Montana
and North Dakota.
(866)
758-9473 
