Helping investors achieve optimal risk adjusted returns on their
financial assets using low cost investment vehicles
The Wise Investor (Douglas A. McClennen I.A.) is a fee only independent investment advisory service. We help our clients manage their current holdings with timely market information that helps them navigate down side risk.
We help clients build and monitor investments that suit their tolerance for the markets ups and downs. We do research individual stocks and bonds but generally recommend only low cost ETFs and mutual funds. Our recommendations are only made after considering their suitability for a clients unique situation.
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