A complete list of active advisors currently associated with Wisdom Oak Fund Management LLC
Warmer can help you find a great advisor at Wisdom Oak Fund Management LLC or one who fits your needs even better.
The firm provides discretionary portfolio management and consulting to individual investors as well as corporations and other business entities. It works with a small number of accounts and manages a modest amount of regulatory assets. Investment decisions follow an opportunistic, active approach oriented toward absolute return and a higher Sharpe ratio, with a quarter-to-quarter performance focus. The strategy is flexible across market capitalization, sectors, domestic and international markets and uses equities, fixed income, ETFs and options; the adviser may at times hold substantial cash and pursue concentrated positions when value opportunities are limited. Notable differences from many peers include the use of performance‑based fee arrangements for qualified clients and the firm’s acceptance of corporate/business clients, both of which are uncommon among independent advisers. The practice recommends a third‑party custodian platform for trade execution and recordkeeping and operates as a small advisory practice, which can affect trade aggregation, account review cadence, and the handling of client‑directed brokerage.
To learn more about the advisors currently working at Wisdom Oak Fund Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Katy, TX
| 7
|
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