Who We Are
Wise Capital Management is
an independent, discretionary, boutique portfolio management firm based in Toronto since 2001. We are a leading money manager for large pension funds, and high net worth clients. We provide actively managed, long-only equity strategies. We employ high quality, institutional systems, tools, and processes
As fiduciaries, it is our duty to the act in the best interest of our clients, and ensuring our clients are properly diversified and their investments are managed according to their risk and return objectives.
Wise Capital Management's standards of practice and investment policies are always those of the CFA (Chartered Financial Analyst) Institute. We comply with Section 223 and subsection 115(1) of the OSC regulation.
Our business services
For Individuals & Holding Companies
Asset Mix
An asset mix and appropriate diversification is determined based on personally getting to know the client's investment objectives and risk tolerance.
Objectives
We review each client's objectives with them annually or, more frequently, if there is a life-changing event.
Institutional Investors
Detailed information is available at the following services: eVestment, Global Manager Research, Mercer GIMD.
Our
Team
Chavdar Russev
Senior Portfolio Manager, BBA, CFA
Sam Wiseman, Founder
Vice President, B.Comm., M.A., CFA
Testimonials