Broker Check

Investment Management

Suey Wong has decades of successful investment experience and manages our portfolios focusing on highly customized, results-oriented wealth management service for our clients. Our philosophy is a hybrid of high quality growth and value with an emphasis on high quality long-term growth.

Client Centered




Suey earned his MBA from the University of Chicago Booth School of Business in 1987, specializing in Finance, and later earned the Chartered Financial Analyst (CFA) designation after passing the Level III exam in 1999.

Client Centered




As head of Baird’s medical technology research team, Suey earned a reputation as one of the company’s top equity analysts. During this time, he collected various awards for stock picking and analysis.

Client Centered


In 2002 and 2003, The Wall Street Journal gave him Top Five ratings in its annual "Best on the Street" analyst ranking for stock picking in his sector. StarMine ranked him as the top stock picker in his sector in 2001 and runner-up in 2002. In the 2000 Reuters Survey, he was named one of the leading analysts by both corporate managements and portfolio managers. Suey has been a featured speaker at national industry and company conferences.

Client Centered




Suey's interviews and investment commentary have appeared across a variety of news and financial media including all of the below.


Strategas Market Insights

Strategas Market Insights

Beyond the depth of investment experience offered by The Wong Group, we also offer access to Market Insights from Strategas, our leading institutional brokerage and advisory firm. Founded in 2006 Strategas specializes in macro research, Washington policy analysis, and technical analysis. A subsidiary of Baird since 2018, it provides actionable investment insights to institutional investors worldwide. 

A Portfolio Built Around You

A Portfolio Built Around You

We start by understanding your risk comfort, tax considerations, account structure, and long‑term goals. With a disciplined and research driven approach that mirrors how we invest our own assets, we build an investment strategy that reflects your personal financial path and supports the life you want to create.

Let’s Build Your Financial Future Together

We'd love to learn more about your personal situation, identify what dreams and goals you have, and understand how we can best help you.

Please connect with us below to learn more about how we can be of service to you. 

See if we're a fit