AI Advisor, Inc.

Overview

AI Advisor, Inc. is a small, equity-focused registered investment adviser that manages concentrated, fee-based portfolios for individual and family clients. The firm charges a percentage of assets under management and concentrates its practice on portfolio management for individuals and small businesses. Its stated preference is equities, and the adviser appears to use exchange-traded instruments as the core building blocks of client portfolios, complemented by pooled vehicles when appropriate. AI Advisor, Inc. does not present itself as an active ESG investor and operates from a single office, serving a tight roster of clients rather than a broad retail base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices