INVESTMENT APPROACH

SECURITY SELECTION

As boutique investment advisors with no affiliation to the banks, we are in the best position to offer the best package of Exchange Traded Funds (ETFs) possible. Wisebaron's security universe is comprised of hand picked ETFs by our investment team. We are not limited to any one ETF provider and we do not engage in any hidden double-fee dipping. Our security universe reflects the passive investment needs of affluent investors.

 
 

ASSET ALLOCATION

Wisebaron utilizes quantitative and qualitative methods developed by expert academics on their respective field of behavioural economics, risk psychology and decision-making. The risk assessment method enables us to map out and analyze your risk profile. As your investment advisor, our goal is to maximize your return performance based on the amout of risk you are willing to take.

 
 

OUR FOCUS: TOTAL QUALITY MANAGEMENT

Technology has made everything better, faster, and cheaper over the years, and investing is no exception. High net worth individuals can rely on WiseBaron to create efficiencies by cutting unnecessary expenses, minimizing trading costs, and adding automation where it makes sense. Be wary of competitors that push the cost advantage over and above everything else. At WiseBaron, clients receive a premium service that delivers on cost management.

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