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Wilson Investment Advisory Services
WILSON INVESTMENT ADVISORY SERVICES, LLC is an SEC-registered investment adviser in DALLAS, TX. The firm manages $58 million in assets, $46 million on a...
Wilson Investment Advisory Services
WILSON INVESTMENT ADVISORY SERVICES, LLC is an SEC-registered investment adviser in DALLAS, TX. The firm manages $58 million in assets, $46 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
1983
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Bethesda, MD, United States
Principals
Robert F. Wilson
President and Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Wilson Investment Advisory Services?
Robert F. Wilson serves as President and Chief Investment Officer and has led the firm since its founding in 1983. The firm operates with a lean advisory team; major allocation and property-acquisition decisions flow through Wilson and senior advisors who present recommendations to each institutional client's board.
How does Wilson Investment Advisory Services structure its client capital?
The firm structures all mandates through customized separate accounts for each institutional client, avoiding commingled funds. This allows public pension plans and Taft-Hartley funds direct visibility into every property, loan, and fund commitment in their portfolio, with individual governance over acquisition and disposition decisions.
Does Wilson Investment Advisory Services invest only in real estate?
No. While direct real estate equity and private real estate debt are the core of the firm's mandate, Wilson also allocates client capital to hedge fund strategies where they complement the tangible-asset focus. The precise mix varies by separate-account guidelines established with each institutional client.
Which geographic markets does Wilson Investment Advisory Services target?
The firm concentrates on the Mid-Atlantic and Southeastern United States, with a particular emphasis on suburban Maryland, Northern Virginia, and Washington, D.C.-area commercial properties. This regional focus reflects decades of relationship-building with local developers and loan originators.
Is Wilson Investment Advisory Services a single family office?
No. Wilson Investment Advisory Services is a registered investment adviser managing institutional separate accounts for public pension plans, Taft-Hartley funds, and other tax-exempt organizations. The firm is not structured as a family office and does not manage private wealth for a single family.
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