ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC

Overview

Accountants Proprietary Financial Servicenet, LLC is a fee-based registered investment adviser that acts as a capital allocator for individuals, families and institutional clients. The firm provides discretionary and non‑discretionary portfolio management, pension consulting and selects third‑party advisers when clients require specialized capabilities. It operates under a percentage‑of‑AUM fee model and does not identify as an active ESG investor. Investment activity is tilted toward publicly traded equities and managed separate accounts. The firm’s filing shows a clear preference for equity exposures, and it combines direct equity positions, exchange‑traded funds and mutual funds to construct client portfolios. In addition to managing core equity allocations, the firm uses external managers—including hedge funds—where the objective is to add diversification, absolute‑return potential or access to niche strategies that sit outside traditional long equity allocations. Accountants Proprietary Financial Servicenet, LLC maintains relationships with other financial institutions (including trust companies and insurance firms) and offers pension consulting services, which suggests it blends in‑house portfolio management with outsourced manager selection for specialized mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices