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.

Your Portfolio - Personalized

WisePath is able to offer two different portfolios that take into consideration your values as a client alongside our core investment approach. All three options employ our core investment philosophy.

CORE

Our core funds offerings are designed to be cost-effective solutions that help investors pursue higher expected returns. These funds utilize a research-based investment approach along with years of expertise in applying financial science to real-world investment solutions.

SOCIALLY RESPONSIBLE

WisePath offers investment strategies that consider the values of clients because of their faith. We are able to construct portfolios that have been screened to exclude companies based on social issues.

ENVIRONMENTALLY RESPONSIBLE

Investors around the world are increasingly conscious of how business practices may impact the environment. We offer an investment strategy that uses a data-driven approach to sustainability that evaluates companies based on their environmental impact.