What makes us Different?

What makes us Different?

Experience

With over 100 years of combined investment experience we are uniquely positioned to answer the question “am I going to be ok?”.

A century of combined experience has shown us in order to answer that question, you must first fully understand the complexity of the situation. We believe that by listening to your goals, challenges, and aspirations, we gain a better understanding of what is most important to you and this allows us to develop a strategy that meets your needs.

Only through the experience of navigating through bear markets can you gain the insight on how to preserve wealth. This century of experience has taught us that in order to build wealth, and emphasis on risk adjusted returns is the path to follow.

Knowledge & Staying Current

In addition to our academic and industry experience, members of our team hold various securities registrations, and insurance licenses, carry the AIF® designation and are committed to annual continuing education, attending symposiums, and meeting with some of the brightest minds in the investment business.

We commit ourselves to thorough research and an intense vetting process, so you know that the investments and managers we recommend offer qualities that enhance your investment portfolio. We tap into our network of professional contacts and hold frequent calls and visits to ensure their approach aligns with our own.

Alex. Brown

The oldest brokerage and investment banking firm in the country, founded in 1800 in Baltimore, MD, partnered with Raymond James in 2016. A rich heritage in the building of America , Alex. Brown financed the first railroad, the B&O which opened markets to the West. Following the Civil War, Alex. Brown issued letters of credit, one of our earliest in debt innovations, to help rebuild business throughout the South. In 1933 we purchased a seat on the NYSE, and in the 1980’s and 90’s helped launch IPO’s for Microsoft, Oracle, Sun Microsystems, AOL, and Starbucks. Today, we continue this long tradition of innovation and leadership in customizing comprehensive solutions for families and institutions.

Access to Proprietary & Custom Investments

Along with leveraging our extensive service and product offerings, we offer direct access to:

Public Finance

As a leading public finance firm, we offer direct access to our Tax Free Municipal Bonds new issuance calendar. Ranked in the top 5 firms by number of senior managed transaction, we provide the individual bond buyer a consistent stream of tax free bonds offerings. Additionally our dedicated trading desks offer liquidity when it is time to sell.

Private Institutional Clients

The PIC desk provides investment and trading solutions to individuals with over $50 million in total assets, as well as institutional investors, such as family offices, endowments and other mid-market institutional accounts who qualify under FINRA Rule 4512(c).

Multiple Locations

Working with families throughout the United States and Europe, a regular face to face meeting isn’t always possible. Fortunately, advances in technology over the past decade allows for seamless communication with our clients. We do believe, when possible, face to face is the best method to meet. For that reason, WBO Partners has office locations in Washington D.C. and in Baltimore, MD.

Investments in municipal securities may not be appropriate for all investors, particularly those who do not stand to benefit from the tax status of the investment. Municipal bond interest is not subject to federal income tax but may be subject to AMT, state or local taxes.

Bond prices and yields are subject to change based upon market conditions and availability. If bonds are sold prior to maturity, you may receive more or less than your initial investment. There is an inverse relationship between interest rate movements and fixed income prices. Generally, when interest rates rise, fixed income prices fall and when interest rates fall, fixed income prices rise.