• info@wildexinvestment.com
Awesome Image

Best-in-class investment experience

At Wildex Investment, we work closely with our dynamic clients to deliver tailored solutions to accommodate specfic investment preferences as they evolve through the passage of life. We work with investors for all walks of life as our advisers guide them towards the realization of both short-term and long-term goals.

Whether you are starting out with your professional career and want to begin saving for the future, preparing for future educational costs, or require advice on your retirement needs, our advisers are here to guide you towards making the right decisions in pursuit of your most favorable outcomes.



Our Approach   Portfolio Management   Our Capabilities  

The Wildex Investment Difference

What to expect as our client

Wildex Investment is an independent registered investment advisory. Our independent status dictates that the success of our firm is heavily correlated with the success of our clients. To support this claim, we operate on a fee-only basis and maintain a philosophy that prioritizes returns on an absolute basis.

Our commitment to you

To deliver upon our commitment of absolute returns, our active management style promotes flexibility to help us guide your investments through the turbulent economic landscape. Free from the conflicts of interest typically associated with larger institutions and high street banks, our advice and implementation is focused on exceeding your expectations of us.

Working together as client and adviser, your requirements and goals are considered as we begin to develop a custom investment profile that serves as the reference point for all activities carried out on your behalf. We use this process to ultimately present a series of investment strategies.

Each strategy will incorporate what we have learned about you and your investment needs, and provides a detailed vision of what you can expect by investing with us.

Predefining your expectations

Combined with our commitment to the delivery of absolute returns, your return expectations act as a benchmark to our performance. We believe that this approach to the management of your assets ensures that you, as our client, remain comfortable in the knowledge that your expectations are being met during the regular milestones established as part of your strategy.

In essence, whilst many investment advisers require a 5-year minimum cyclical approach, we chose to demonstrate our capabilities more frequently for your increased peace of mind.

Client Experience
Ethical Investment Management Services
Sustainable Investments

Ethical Investment

Capture the financial benefits whilst maintaining your values as your capital helps innovative develop products and services that contribute to a better world..

You and your investment needs

Our investment approach

As an independent provider of investment solutions the success of our firm is heavily correlated with the success of our clients. We believe that investor preferences are beginning to demand a closer attention to their unique circumstance as they seek outcomes more relevant to their predefined investment expectations.

Contact Wildex Investment

For more information on the services we offer, and how we can help you to manage your financial responsibilities, contact us to speak with a qualified adviser today.

Contact Us