Our Philosophy
Our value-oriented investment style guides us in every decision we make for our clients. We follow a disciplined, research-based approach, helping 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.

We believe the equity market is frequently short-term focused, often overreacting to both good and bad news. This can cause stock price movements inconsistent with a company’s long-term business fundamentals. Long-term opportunities may arise to invest in the stocks of quality companies that the market has undervalued in the short-term. In essence, as value investors, we want to buy quality but only when we believe market reaction has caused a discount to the stock prices of these companies.

When you partner with the Wise Investor Group, you put your trust in our hands. As a discretionary wealth manager, we take that trust very seriously and always conduct the due diligence necessary before making any changes to your investment portfolio.

Our History

Co-founded by Randy Beeman, the Wise Investor Group at Baird is a team of experienced financial planners, portfolio managers, investment analysts and account service professionals located in Reston, Virginia. The group provides discretionary asset management services for individuals, employee retirement plans, and endowments.

Under Randy's leadership, the group manages more than $1.5 billion in equity, balanced and fixed income accounts as of December 2007. 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.

Our Team

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.

Branch Management

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.

Community Involvement

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.