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Directed by Randy Beeman, The Wise Investor Group at Baird is a team of experienced financial professionals, offering financial planning, portfolio management, investment analysis, and account services located in Reston, Virginia. Our team approach means more expertise and more resources - all available to you.
Our value-oriented investment style guides us in every decision we make for our clients. We follow a disciplined, research-based approach. This helps our clients build diversified portfolios of high-quality, attractively-valued companies that over the long-term have the potential to provide positive returns with lower risk.
In today's complex financial environment, we believe it takes a team of experienced, caring professionals with diverse expertise to fully meet the needs of our clients' ever-evolving financial needs.
The Wise Investor Group’s branch management team is dedicated to providing our clients with excellent service and is instrumental to the success of our business.
Randy Beeman and The Wise Investor Group have received repeated honors from renowned industry publications. The team is truly proud of these recognitions, which speak to the tremendous trust and confidence clients place in them. The group remains committed to earning that trust and confidence every day.
We recognize that making a meaningful difference in people’s lives goes beyond the day-to-day activities of our business, which is why we are committed to giving back to our community.
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"VALUE RETURNS: Wise Investing for the Next Decade and Beyond" by Randy R. Beeman & James D. Schneider (2011)
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©2012 The Wise Investor Group • One Freedom Square, 10th Floor, 11951 Freedom Drive • Reston, VA 20190 • (866) 758-9473
The Wise Investor Group is licensed is licensed to offer securities in the following states: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV & WY.
Baird financial advisors may only conduct business with residents of the states in which they are properly registered or licensed. This site is for residents of the United States. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Please note that not all of the investments and services mentioned are available in every state. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC. ©2012 Robert W. Baird & Co. Incorporated.