About Us
Planning Your Future
Create a personalized plan with us and let us design a portfolio to meet your financial planning intentions, with patience and prudence. We analyze your finances, with risk management being a key factor when recommending an investment strategy based on our research. Book a free consultation call with us today. We would love to meet you.
A Proven Approach
At Wise Asset Management L.L.C. we pride ourselves on our unwavering commitment to our clients. We address both your short term and long term financial planning, and work with you to find the appropriate investment returns to match your risk tolerance, your goals and your budget.
Why Us?
Why Us?
After decades of financial management experience, our founder has developed a client-led approach unique to each individuals portfolio. Wise Asset Management L.L.C. caters to each clients needs to ensure a positive and personalized investment advisory working relationship.
Management
Founding Member, Registered Investment Adviser
Karin is a seasoned financial professional with decades of experience in business, business administration, financial management, and advisory roles. Karin has worked with respected firms worldwide, always prioritizing her clients’ best interests. In 2022 she started her own boutique investment advisory firm. Wise Asset Management L.L.C., a Registered Investment Advisor, is a boutique RIA firm providing active portfolio and risk management for dynamic markets.
Wise Asset Management L.L.C.
300 Carlsbad Village Drive, Suite 108A-268, Carlsbad, California 92008, USA
