Guided by a value-oriented management style, our team of experienced financial professionals will help you build a comprehensive wealth management strategy through personalized financial planning, portfolio management and in-depth analysis.
Since 1988, the Wise Investor Group has been committed to value-oriented investing, helping our clients achieve long-term success through proper asset allocation and long-standing ownership of high-quality investments. The group manages and oversees more than $1.5 billion in client assets as of December 2007.
The Wise Investor Group is part of Baird, an international wealth management firm focused on creating great outcomes for our clients with a commitment to the belief that how we do business is just as important as the business we do.
Randy Beeman, host of the Sunday radio broadcast “The Wise Investor Show,” provides listeners with the market insight and tools they need to become better investors. Randy also delivers a Midweek Update on the topics vital to achieving long-term financial security.
The Wise Investor Group is licensed to offer securities throughout the United States and Washington D.C. with the exceptions of Alaska, Kansas, Mississippi, Montana and North Dakota.
(866) 758-9473 
