You've worked hard to build wealth. At R.B. Wiser & Associates we employ sensible strategies to manage your assets and maximize growth.

Our Investment Management services consist of both fee-based asset management services and commission-based investment products. If you prefer a negotiated fee-based system, we offer the Elite™ and ISI Capital™ accounts.

Our commission-based programs have no fixed fee and commissions are paid based on your account's activity and the amount you decide to invest.

The Elite Account™

The Elite Account™ is a portfolio management program that gives you access to independent institutional portfolio managers. Applicable for individual and institutional investors, this program utilizes an extensive customer suitability process that helps the client determine the most appropriate asset allocation and investment style. You receive comprehensive account reporting and ongoing consultative services from an investment professional. There is a $100,000 account minimum for most portfolio managers. Clients pay an all-inclusive quarterly fee for separate account management.

The ISI Capital Account™

The ISI Capital Account™ is an innovative, fee-based program that provides asset allocation, professional management, and performance evaluation without sales loads or commissions. Your account can hold equities, no-load mutual funds, load-waived mutual funds, two no-load variable annuities and fixed income securities. Compensation is an annual fee based on your account's assets, debited and paid quarterly. The fee that is charged is based on the dollar amount held in the account. Accounts below $500,000 are charged 100 Bps (1%). Accounts between $500,000 - $1,000,000 are charged 90 Bps (.90%). Accounts greater than $1,000,000 are charged 80 Bps (.80%).

To learn how R.B. Wiser & Associates can help with managing your money, please call us at (800) 292-1472 or complete the online contact form.