Simon Hamilton
The Wise Investor Group at Baird, a team of experienced financial professionals specializing in financial planning, portfolio management and investment analysis, is pleased to announce that portfolio manager Simon Hamilton has been named to the 2020 edition of the Financial Times 400 Top Financial Advisers. The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S.
The FT 400 represents an impressive cohort of elite advisers. Financial advisers from across the brokerage industry applied for consideration, having met a set of minimum requirements. The applicants were then graded on six criteria: assets under management (AUM); AUM growth rate; experience; advanced industry credentials; online accessibility; and compliance records.
With more than 25 years of experience, Hamilton leads The Wise Investor Group’s Portfolio Management department and is a key member of the Investment Decision Committee. He is an instrumental voice in investment policy, security selection, asset allocation and client management. Barron’s, Forbes, and Washingtonian also consistently recognize Hamilton as a top advisor in the nation.
The FT 400 list is produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.
To learn more about The Wise Investor Group and its approach to financial planning and investment management, visit www.thewiseinvestorgroup.com.
About The Wise Investor Group
The Wise Investor Group (www.thewiseinvestorgroup.com) at Baird is a full-service investment team located in Reston, Virginia focusing on financial planning, portfolio management, investment analysis, insurance and annuity services as well as overall account services. Formed in the 1990s, the team follows a disciplined, research-based approach to value-oriented investment. Member SIPC.










