Why Biegel Waller

Experience. Insight. Impact.

The Biegel Waller legacy began in 1998, driven by a desire to build an advisory firm for high net worth clients based on independent research and insightful market analysis. The firm has grown by attracting professionals with a common goal: leveraging our research capabilities to create strategies using some of the best managers in the world.

Our legacy is built upon:

  • Relevant experience from over 80 combined years of managing investment portfolios;
  • Key insights that produce proactive decisions for client portfolios, not reactionary responses to market changes;
  • Positive impact of exceptional client service - and the long-term relationships it fosters.
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