Wisdom Investment Strategies, LLC
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About
Wisdom Investment Strategies provides discretionary portfolio management, stand‑alone financial planning, and sub‑advisory services to individuals (including high‑net‑worth clients), business entities, charitable organizations, endowments, and other registered investment advisers. The firm offers ongoing, tailored portfolio management as well as hourly financial planning engagements.
Investment advice is delivered through a discretionary, customized process that uses a proprietary equity selection methodology called Wisdom Select, supported by fundamental and technical analysis, long‑ and short‑term holdings, and the use of options primarily for risk management. The brochure emphasizes custody and execution through large custodians—discussing Schwab’s institutional platform—while also noting instances where directed brokerage to a different custodian may be required, which can affect execution choices.
A notable and less common feature is that the firm may charge performance‑based fees for qualifying clients, limited to assets managed under its proprietary equity process and assessed relative to an external market benchmark and an annual hurdle. The firm operates at a relatively small scale with a limited client base and discloses that its principals engage in separate business activities (including a succession‑planning practice and business consulting) that are represented as distinct from the advisory services offered to clients.
Client services
Expertise
Fee options
1.00% annually
$300 per hour
20% of the return in excess of 7% or the total return of the S&P 500 (SPY), whichever is greater, for qualified clients with at least $1,100,000 under management or net worth of $2,200,000
Account minimum: $1,000,000
Main office
Chagrin Falls OH
Advisors at this office
2
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Kenneth P
Series 63
Chagrin Falls, OH
Wisdom Investment Strategies, LLC
Kenneth Patsey is a financial advisor with Wisdom Investment Strategies, LLC, holding a Series 63 designation and 40 years of industry experience. He has worked at Wisdom Investment Strategies since 2016 and also serves as Executive Director of Manufacturing Works, a nonprofit supporting manufacturing companies in workforce development, technology adoption, and succession planning in Northeast Ohio. Wisdom Investment Strategies provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, business entities, charitable organizations, and endowments. The firm uses a proprietary equity selection methodology called Wisdom Select and offers customized investment advice through a discretionary process that includes fundamental and technical analysis as well as options for risk management.
Jerry H
Chagrin Falls, OH
Wisdom Investment Strategies, LLC
Jerry Herman is a financial advisor at Wisdom Investment Strategies, LLC with nine years of industry experience. He is the president and owner of Wisdom Capital, LLC, a firm offering general business consulting services. Herman serves as a trustee for the Parma Hospital Health Care Foundation. Wisdom Investment Strategies provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, business entities, charitable organizations, and other registered advisers. The firm employs a proprietary equity selection process that combines fundamental and technical analysis, including the use of options for risk mitigation.
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