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is-wm.com Reviews

3.3 Rating 384 Reviews
64 %
of reviewers recommend is-wm.com

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is-wm.com 1 star review on 23rd August 2026
Clark
is-wm.com 1 star review on 19th August 2026
Ursula Appolloni
is-wm.com 1 star review on 1st July 2026
Antoine Petit
is-wm.com 1 star review on 7th March 2026
Clarence M. Voelker
is-wm.com 1 star review on 6th March 2026
Phoenix Sullivan
is-wm.com 1 star review on 21st February 2026
Wendy D. Wheatley
is-wm.com 1 star review on 20th February 2026
Cheyenne
27
Anonymous
Anonymous  // 01/01/2019
Fees for their services are manageable, considering every built portfolio works in the long-term. It was nice that they considered my investment goal before shaping the portfolio…
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Posted 1 day ago
It was my first time using wealth management, so it’s a little hard to compare isec with others… I was just fine with their approach to building a long-term portfolio around my financial goals and risk expectations. Growth steady and stable, which I actually did wanted
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Posted 1 week ago
The system functions as expected. Earns a lot higher than SP500, but not a ton higher tahn NASDAQ. Still, for private manager, I think its actually very good. So far its the first manager that handily beats the market for 3 years in a row for me now (2022 they didn't beat, but they didn't fall too much either, for me).
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Posted 1 week ago
ISEC WM being CySEC regulated is lowkey the main reason I went with them 📊 Spent time checking the register before even having a consultation. In wealth management trust isnt optional 💼 Advisory team knows their stuff and dont push products ngl. 8 months in, portfolio performance solid. Communication consistent without being annoying.
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Posted 2 weeks ago
appreciate how isec keeps investing straightforward. The online access feature is proly my favorite, since I can check my portfolio and see how things are doing without constantly contacting support. The whole setup feels confortable - which suits me when I don’t want to manage every move myself.
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Posted 2 weeks ago
How is ISEC WM not more well known? Their wealth management is lowkey solid! Been with them 7 months and the portfolio recommendations are on point ngl. Advisory team actually listens instead of pushing products
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Posted 3 weeks ago
I have a nice tracking dashboard in my profile so I can see what’s going on with my portoflio. But actually I don’t recommend to check it too often. Just trust the guys, they know theri craft=)
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Posted 1 month ago
great for long term investing with moderate interest. been with them for two years and the managers never dissapointed 8-)
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Posted 1 month ago
I started investing with them last year and even though it wasn’t the best year for investing in general they managed to get my portfolio in green. i guess it’s because isec wm reviews it constantly…
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Posted 1 month ago
When it comes to asset management, many people think that you need huge sums. But with ISEC WM, it's different...coz just $10,000 is enough to open an account and get access to professional portfolio management. In June of 2026, my portfolio grew by 4% despite the fact that US indices almost stopped making new ATH...in ma porfolio i got not just AI stockks, but also bonds and energy stocks - tnx to managers for that blend 😎
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Posted 2 months ago
Discovered isec wm by accident and after checking their REP and after talking with the account manager i decided to go with them. Still onboarding but wanted to say that they are real professionals!
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Posted 3 months ago
Thanks to the professionals from ISEC WM company, my portfolio did not dent during the volatile geopolitical tension that happened in the Middle East. In fact, I was in plus for 7%. I was a little bit afraid during this volatile session, but anyway, I managed to survive. Thanks to ISEC WM guys!
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Posted 3 months ago
serious company for long-term investing imho. Feeling academic expertise vibes when talking to their specialists📝
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Posted 3 months ago
If the support was not this frendly and helpful in the beginning I am not sure that I would end up opening an investment portfolio at ISEC WM. Seriously... once I contacted them they showed real understanding and willingness to answer everything in a professional manner. Not pushing you to decide, just to make things clear.
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Posted 3 months ago
It was one of most affordable wealth management services I could find! Well it’s fair to say, reliable and safe ones, which would ensure that my portfolio wouldn't be fair. Their managers appeared to be friendly and possess necessary expertise. I could figure it out from our meeting. They didn’t try to trick me with fancywords, speaking just straight to the point. Look forward see first results.
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Posted 4 months ago
at least now ISEC is better than NASDAQ for sure =D with QQQ being down so much this year
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Posted 4 months ago
Their approach seemed to be the most justified to me. Flexible portfolios, based on quantititative methods. What can be better in wealth management?🤔 Plus I can easily monitor the performafnce.
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Posted 5 months ago
you know, this motnh is full of surprises. Oil is has shoot to 120$ , the fear of increased inflation and global recession is once again a topic....sure, I dont want that to happen, but I am prepared to black swans. My capital is well managed with ISEC WM, here with portfolio managers we specifically discussed diff worst case scenarios - my portfolio is resilient, can withstsand shocks...
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Posted 6 months ago
Never worked with investment firms before, so ISECM WM is my first partner in this area/ First, I filled in the questionnaire and answered all necessary questions. After a while the management team got in touch with me via a video conference. We had a good conversation, it was a pleasure to meet them. They seemed very competent and knowledgeable. We decided to make a portfolio based on equities 🙌
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Posted 6 months ago
In investing I tend to believe more in professionals that use quantitative approaches. Their managers are from this kind :) It was definitely the reason why I choose them over other wealth managements
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Posted 6 months ago
is-wm.com is rated 3.3 based on 384 reviews