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WikiWealth's Investing Services

WikiWealth receives numerous requests from users of our research to help them manage their investments portfolios. Our services range from hedge fund management, advisory relationships, investment support, valuation modeling, and managing individual client investment accounts. Use the contact form on the left to explain your needs. A WikiWealth representative will contact you shortly.

Investing Philosophy

Buy Low; Sell High

WikiWealth utilizes a value investing philosophy developed decades ago by Benjamin Graham, and perfected by Warren Buffett. This approach combines fundamental, value investing analysis with the “good ideas” that make companies prosper over the long term. Our investing philosophy results in low turnover, low risk, long time horizons, and out-performance in rising markets. We only invest in companies that offer significant potential, that generate excess free cash flow, and have market leadership positions. Our analyst cover 6,000 stocks, ETFs, and mutual funds so that we can pick the very best investment for your portfolio.