"Asking Wall Street to provide financial education is the same as asking a fox to raise your chickens." 

Whether its your retirement account, personal investment portfolio, high net worth portfolio, corporate investment portfolio, or first time buying into the market....

You need an independent set of eyes and oversight into the security and performance of your money.  At Wise Choice, we don't operate on commissions, we don't charge as a percentage of your portfolio value, and we don't actively manage your purchases and sales.  

We manage your money manager.  

So while they may get paid on each trade if you're in a commission based arrangement meaning that they get paid regardless of the merit of the purchase or sale, we review your portfolio as a whole and each holding to ensure that the bigger picture of your financial future and cash flow needs is actually being met.  

Don't pay commissions?   Paying a flat fee based on the total value of your assets?   Sounds like a great way to incentivize your money manager to increase the value of your portfolio to your best end.   However, that's not necessarily the truth.  High values can often result in high risk.

Wise Choice is your independent advocate to oversee your money manager on whatever platform you find yourself engaged in.  We evaluate the overall merits of your portfolio including: asset allocation/diversification, cash flow needs, concentration risk related to industry/sector/geographics, age appropriateness of your investment allocation, redundancy, short term goals vs. long term goals, and so on.  

Our job is not to invest your money.  

Our job is to provide you with a clear, independent picture outlining the performance of your money using independent metrics to establish current and expected returns, risk analysis, and expected cash flows.

In short, we're here to protect your goals.