Fiduciary commitment
Advice informed by your circumstances and objectives.
OUR FIRM
Independent by design.
Personal attention, thoughtful advice, and a long-term perspective.
WHO WE ARE
Built around your interests.
WiseOwl Capital, LLC was founded in 2011 to provide high-net-worth families and institutions with integrated wealth management tailored to their goals. As a fiduciary, our commitment is to act in clients’ best interests. We do not earn commissions or sell financial products.
We manage approximately $50 million in assets under management, with a highly customized, client-by-client approach. Every client receives an investment portfolio and financial planning tailored to their individual circumstances, objectives, and priorities. Our work is never cookie-cutter: we conduct our own investment research, make portfolio decisions in-house, and do not outsource investment management to third-party managers.
Personalized service
An advisory relationship grounded in direct communication and continuity.
Integrated thinking
Financial decisions considered in the context of your complete financial picture.
LEADERSHIP
Chris A. Szalay
President & Founder
Chris founded WiseOwl Capital with the belief that effective wealth management extends beyond investment portfolios. He works with clients to develop coordinated strategies across investments, retirement, tax considerations, estate planning, insurance, and long-term family priorities.
Chris earned a degree in Economics from Rice University and is based in The Woodlands, Texas.
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