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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. The group provides discretionary management services for individuals, employee retirement plans, and endowments.
Under Randy's leadership, the group manages more than $1.9 billion in equity, balanced and fixed income accounts as of June 2011. Our reputation and significant growth derive from our commitment to expert advice and tailored personal service.
As a Baird branch office, we draw on the skills and experience of a broader team of experts throughout Baird to deliver comprehensive financial solutions and customized strategies for you, helping to ensure the recommendations and strategies we advocate are well-researched and continuously informed.
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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.