Your Portfolio - Personalized

A great strategy is just the first step towards investing success. One of the biggest challenges of having a long-term plan is our own emotions and behaviors.

Take this quick assessment to learn how your reactions tack up to others when the market moves. At WisePath Advisors, we’ll work with you to understand your competencies when it comes to investment decision-making, and create a strategy that takes both financial goals and your unique investor profile into account.

Investment Management

WE SEEK TO ADD VALUE BY BUILDING PORTFOLIOS THAT TARGET HIGHER EXPECTED RETURNS IN A COST-EFFECTIVE MANNER.

We utilize an asset allocation investment strategy which seeks long-term, tax efficient growth while simultaneously controlling risk and volatility. Our investment philosophy is based on the work of Nobel Prize winning economists and backed by decades of empirical research into what drives market returns over time.

We prefer to invest our clients into low-cost funds including those offered by Dimensional Fund Advisors. Dimensional funds are only accessible to institutional investors and a select number of approved fee-only advisory firms, including WisePath Advisors.