Accountants Wealth Management Group LLC

Overview

Accountants Wealth Management Group LLC is a very small, owner-operated advisory firm that focuses on discretionary portfolio management for individuals, small businesses and a limited number of institutional clients. The firm charges a percentage-of-AUM fee and favors liquid, exchange-traded instruments as the primary building blocks of client portfolios. It is not positioned as an ESG investor, pension consultant, or multi-state adviser; activity is concentrated and hands-on given the tiny client base. Investment activity is concentrated in equities held through separately managed accounts and traded vehicles. The firm appears to prefer straightforward equity exposure — Exchange Traded Equities are listed as the most used asset type — and supplements those holdings with mutual funds and third-party real estate allocators when appropriate. Given the AUM and client count, portfolios are likely tailored to each client rather than driven by a mass-market model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices