He has been married for 20 years to his wife Renee and they have three great kids, Luke, Taylor and Will. After leaving Andersen in 2002, Mike founded Wisdom Index Advisors to help clients Walk in Wisdom ® with their money.
He previously served on the board of Fortress Investment Group LLC.
→ Away from the office, Mike helps coach his kids sports, serves with his church, plays acoustic guitar and tries to catch trout on his fly-rod. Enter your email address and name below to be the first to know. We hold ourselves to the public as Fiduciaries and commit to providing advice with your best interests in mind. We believe that every financial plan should consist of a full review of your entire financial picture.As Independent Fiduciary Investment Advisors, we are not limited to proprietary products. As a fiduciary, our investment management solution provides peace of mind so that you can focus on achieving the mission to which you have been called.Today’s trustees and retirement plan sponsors face an increasing burden as fiduciaries to comply with various mandates such as fee disclosures and low-cost investment options.Graduating from Texas Tech University with two Engineering degrees, Mike began his career helping businesses, governments and non-profits improve their business processes and financial systems at Arthur Andersen. AMFI Registered mutual fund distributor valid from 01-Nov-2017 valid upto 06-Feb-2021 located in Mumbai Buy/Sell Mutual funds sitting @ Home offering Cash Management, SIP Mutual Fund and ELSS Tax Savings Get subscriber only insights & news delivered by Wisdom Investments3601 W. Algonquin Rd., Suite 545, Rolling Meadows, IL 60008This site has been published for residents of IL. Helping your child go to College, your grandchild’s wedding, your first overseas vacation after retirement? We want to get to know you and understand your aspirations.We have a passion to serve those who are working to make our communities and world a better place. Kopp Investment Advisors is a large advisory firm with 174 clients and discretionary assets under management (AUM) of $112,327,737 (Form ADV from 2019-03-08). Walking in Wisdom ™ is our proprietary approach to wealth planning and investment management - it is connecting your values and goals to foundational truths and investment science. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.Want to be notified when our article is published?
Their last reported 13F filing for Q2 2020 included $10,871,244,000 in managed 13F securities and a top 10 holdings concentration of 21.79%. He will play a key role in all Fund transactions, supported by a global team across offices in London, San Carlos, and Tokyo. Wisdom Investment Strategies, LLC is an independent, fee-based registered investment advisor and developer of the performance-driven proprietary equity process, the Wisdom 20. Wisdom Investment Advisors ARN-100182.
Saleh Romeih serves on the Vision Fund’s investment committee with Misra and Masayoshi Son, Chairman of SoftBank.
To help individuals and businesses attain freedom, independence & security by utilizing independent advice, technologically advanced systems, and academically based research to accomplish your goals while adhering to your values.
Investment Advisor Representatives of Wisdom Investments, Inc. may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Advisor Representative requirements. Wisdom Wealth Investment Advisors, registered in 2014, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 2 advisors. Rajeev Misra will serve as the CEO of SB Investment Advisers and will be a member of the Investment Committee. Whalewisdom has at least 80 13F filings, 247 13D filings, and 125 13G filings
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