The Biegel Waller legacy began in 1998.


For nearly 20 years, Biegel Waller has been driven by the desire to build an advisory firm for high net worth clients based on independent research and insightful market analysis.  Since its founding, 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.