A SMALL INVESTMENT

Overview

A Small Investment is organized as a limited liability company and operates as an independent registered investment adviser with an individual owner. The firm’s core advisory activities include financial planning, pension consulting and educational seminars or workshops. Its fee schedule is flexible: it bills on a percentage-of-AUM basis and also uses hourly and fixed fees for certain engagements. Investment activity centers on public mutual funds and a meaningful willingness to use third‑party alternative managers. The firm identifies as an active ESG investor, which suggests environmental, social and governance factors play a role in manager selection and portfolio construction. Although the firm is not a capital allocator in the sense of running pooled investment funds itself, it allocates client capital to external private-market and hedge fund managers rather than operating proprietary funds.

Assets & Accounts

Investments & Alternatives

Location & Offices