The Wise Investor Group Named to Inaugural Virginia 500 Power List

Portfolio Manager Simon Hamilton recognized as one of the most influential and powerful business leaders in Virginia

The Wise Investor Group, a team of experienced financial professionals specializing in financial planning, portfolio management and investment analysis, announced the recognition of its managing director and portfolio manager Simon Hamilton to Virginia Business’s Virginia 500 list.

The inaugural list from Virginia Business is a comprehensive guide to the top business leaders in the commonwealth. The Virginia 500 was determined following a nomination period during June 2020 and an in-depth survey.

With more than 25 years of experience, Hamilton leads The Wise Investor Group’s Portfolio Management department and is a key member of the Investment Decision Committee. He is an instrumental voice in investment policy, security selection, asset allocation and client management. Barron’s, Forbes, Washingtonian and Financial Times consistently recognize Hamilton as a top advisor in the United States.

To learn more about The Wise Investor Group and its approach to financial planning and investment management, visit

About The Wise Investor Group

The Wise Investor Group ( at Baird is a full-service investment team located in Reston, Virginia focusing on financial planning, portfolio management, investment analysis, insurance and annuity services as well as overall account services. Formed in the 1990s, the team follows a disciplined, research-based approach to value-oriented investment. Member SIPC.