Educational Materials Landing2019-02-26T19:24:31-05:00

Educational Materials

Public vs Private Investments

Public vs Private Investments

Today, financial markets offer investors more investment choices than at any time in history including rapidly expanding opportunities beyond public markets such as private investments. Not surprisingly, investors are taking greater advantage of various investment possibilities in seeking new and better means to meet their financial needs and wants.

Publications

Mr. Wildermuth has a lengthy and strong background in the areas of equity and fixed income research and money management. As CIO of  Wildermuth Asset Management and Wildermuth Advisory, he pioneered over 20 different money management strategies developed to best utilize different research available and particular investment vehicles. Beyond traditional investment vehicles, Mr. Wildermuth pioneered advanced portfolio strategies and approaches for individuals, which utilized various alternative asset classes and innovative investment structures. He is also a published author of two books, Wise Money and How to Keep and Grow Your Retirement Assets, which both detail potential methods that investors can invest more similarly to institutions such as endowments.

Read an Excerpt

Wildermuth Advisory Atlanta Daniel Wildermuth Wise Money book cover Wildermuth Advisory Atlanta Daniel Wildermuth How to Keep and Grow Your Retirement Assets book cover

Wildermuth Advisory, LLC is an SEC–registered investment adviser located in Alpharetta, Georgia. Wildermuth Advisory may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. Wildermuth Advisory’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Wildermuth Advisory’s website on the Internet should not be construed as Wildermuth Advisory’s solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment advice for compensation over the Internet.

Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice.

Certain information contained on this site is derived from sources that Wildermuth Advisory believes to be reliable; however, we do not guarantee the accuracy or timeliness of such information and assume no liability for any resulting damages. Wildermuth Advisory does not make any representations as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to Wildermuth Advisory’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

For information pertaining to the registration status of Wildermuth Advisory, please view the United States Securities and Exchange Commission’s website at www.adviserinfo.sec.gov. SEC registration does not indicate a certain level of skill or training.