Eighth Wonder Investments

Eighth Wonder Investments provides fee‑based investment management and financial planning to individual and high‑net‑worth clients, delivering customized, discretionary portfolio management across roughly 106 client relationships and about $12.85 million in assets under management. Services include ongoing portfolio oversight and financial planning work billed hourly when delivered.

The firm employs a tactical asset‑allocation approach intended to manage downside risk and pursue performance, using fundamental, technical and cyclical analysis and implementing both long‑ and short‑term trades across equities, fixed income, mutual funds, ETFs and other securities. Portfolios may use cash positions as hedges, periodic reallocations for risk or tax reasons, and occasional specific stock recommendations to adjust sector weightings or dividend exposure.

Distinctive features disclosed in the brochure include that the firm’s investment adviser representatives are also licensed insurance agents and may recommend and sell insurance products for separate commissions, a relationship identified as a potential conflict of interest. The firm also maintains an institutional relationship with its custodian/clearing platform (Altruist Financial LLC), receiving technology and support services that create an economic incentive to maintain client assets on that platform.