About Portfolio Wisdom

About Portfolio Wisdom

Founded in June, 2009, Portfolio Wisdom is a Tennessee Registered Investment Advisor (RIA), whose primary business is asset management. By law RIA’s accept a fiduciary relationship with our clients. Believe it or not, most bank or brokerage “advisors” have not accepted this high legal responsibility to put your financial interests first.

We provide asset management services, financial planning and advice, for a fee. We are paid only by clients… and no-one else, which eliminates most of the conflicts of interest inherent in the financial industry. High net worth families have used fee-only advisors, sometimes called Family Offices, for years to be sure that their advisors are working for them… not Merrill Lynch or some other financial firm.

When appropriate, we also can offer services as an independent insurance producer, recommending/selling Life and Health Insurance, Fixed and Indexed annuities and Long Term Care Insurance. We do not recommend/sell Variable Annuities, although we will manage the asset allocation of existing policies on a fee-only basis for our clients.

Dale Beals


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