This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2023
- Office Locations
- 1
Office Locations
About Visdom Investment Group LLC
Visdom Investment Group is an options-based investment manager offering overlay strategies designed to seek incremental returns with active risk management on clients’ existing liquid portfolios (e.g., equities, bonds, mutual funds, ETFs). Overlays are implemented on top of current holdings in existing accounts without moving capital or replacing advisors. The firm also delivers customized programs—including covered calls, tail-risk hedges, and volatility management—available directly or via sub-advisory partnerships.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
RICHARD LEE SELVALA
Chief Executive Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
PATRICK JOSEPH CLOUGH
Chief Compliance Officer, Chief Financial Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,087,330 | $5,308,733 |
| Non-Discretionary | $0 | -- |
| Total | $53,087,330 | $5,308,733 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing