Investment Portfolio Management Advice from Top Portfolio Managers in Wiseradvisor.com

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Choosing the right investments for your portfolio requires proper planning and diligence. Making the right decisions will bring you closer to realizing your personal financial goals, while making the wrong decisions can make this process more complicated. Learn how stocks, bonds, mutual funds and alternative investments, effectively managed through the right asset allocation, will help you create a sound portfolio strategy.

Featured Portfolio Managers...

Clifford J. Montgomery, CFA Portfolio Managers from Spring City,PA

Scotia Partners, LLC is an investment advisor registered with the Securities and Exchange Commission. We serve institutional and high net worth investors, managing $150 million in separately managed ......

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David Stern Portfolio Managers from Lake Arrowhead,CA

I have been licensed as a Registered Representative of a FINRA Broker Dealer firm since 1988. My current firm is National Planning Corporation. My licenses include those necessary to sell general secu......

Other Lake Arrowhead, CA Portfolio Managers

Kevin Kennedy, CPA Portfolio Managers from Southbury,CT

Kennedy & Company specializes by providing Wealth and Tax Management services to families with complex planning needs and significant assets, typically in excess of $500,000. We help our clients answ......

Other Southbury, CT Portfolio Managers

Kyle Kranzley Portfolio Managers from Mount Laurel,NJ

Kyle L. Kranzley is a full service fee-based financial planner with LPL Financial. His highest priority is to create value and peace of mind for his clients by offering comprehensive wealth management......

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James Peters Portfolio Managers from Irvine,CA

We help our clients accomplish their financial goals. We customize our clients investments and financial plans to to help them meet their individual needs. The real benefit of using our firm is ......

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Mark J. Williams Portfolio Managers from Monterey,CA

We guide our clients, their families and friends in identifying and achieving their lifetime goals, collaborating with their other trusted professional advisors. Our experienced leadership brings peac......

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Terry Nelson, CFP®, MS Portfolio Managers from Roseville,MN

"We provide a small number of clients with the highest level of PERSONAL financial advice and service possible, helping them successfully achieve their financial goals and dreams." Because I truly ca......

Other Roseville, MN Portfolio Managers

Jason Harris Portfolio Managers from Towson,MD

As your Financial Advisors, our most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources ......

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Sean Condon, CFP® Portfolio Managers from Chicago,IL

Perritt Capital Management has been assisting our clients with building family wealth for over 25 years. We provide customized investment solutions to high net worth individuals, executives and entre......

Other Chicago, IL Portfolio Managers

Danny DeHoney, CFP®, ChFC®, CLU®, CRPC® Portfolio Managers from Cranston,RI

I work with clients to design a personal financial plan around their life goals. This strategy focuses on helping them become more confident about managing their financial objectives. It is designed t......

Other Cranston, RI Portfolio Managers

Michael Giammatteo Portfolio Managers from Pittsburgh,PA

XPYRIA is a Pittsburgh, PA based independent investment advisor. Since our inception in 1990, we have provided the smaller institution and private market client with a level of investment management s......

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Theodore Sarenski Portfolio Managers from Syracuse,NY

Objective Advice. Personalized Solutions. Blue Ocean Strategic Capital, LLC provides investment management and financial planning services on a fee only basis. Our team of CPAs, PFSs, CFPs, MBAs, a ......

Other Syracuse, NY Portfolio Managers

Michael Lynch Portfolio Managers from Roseville,CA

Lynch Financial Advisors is a Fee-Only (no commissions and no sales of ANY sort) financial planning and advisory firm. Our best clients are those that enjoy having a hands on "General Manager" that h......

Other Roseville, CA Portfolio Managers

Stephen Gordon Portfolio Managers from Denver,CO

Cornerstone Asset Management is an independent financial services firm based in Denver, Colorado. We operate as a branch office of Foothill Securities, Inc.member FINRA/SIPC. We specialize in compreh......

Other Denver, CO Portfolio Managers

Mike Niemczyk Portfolio Managers from Grayslake,IL

For over 14 years Michael Niemczyk, President of MLN Retirement Planning, Inc. and a licensed investment advisor, has hand selected a team of professionals to design, implement and manage profitable r......

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Christopher Hanford Portfolio Managers from Walnut Creek,CA

Are you going to outlive your money, or is your money going to outlive you? Providing sufficient Retirement Income for people is the central challenge for today’s financial advisors. I have the abil......

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Loren Pierson Portfolio Managers from Newport Beach,CA

Established in 1985, Mercer Advisors is a fee-only total wealth management firm that provides comprehensive financial planning and investment management services. Our Strategic Advisory teams use a sy......

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Bob Freeman Portfolio Managers from Lawrenceville,GA

You get excellent customer service with our firm.As a valued client, we're dedicated to helping you reach your financial objectives. We differentiate ourselves from the rest of the market place to ......

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Peter Levine, CFP®, ChFC®, CLU® Portfolio Managers from New York,NY

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you plan to reach......

Other New York, NY Portfolio Managers

Todd Walz Portfolio Managers from Louisville,KY