B365INVEST

Overview

B365invest operates as a limited liability company providing advisory services that center on financial planning and portfolio management. The firm serves individuals, small businesses and institutional clients through discretionary and non‑discretionary portfolio solutions and also acts as a capital allocator by selecting third‑party advisers and managers on behalf of clients. Compensation comes via a mix of asset‑based fees and fixed fees. The adviser is not characterized as an active ESG investor and is not registered as a multi‑state adviser. It is structured as a domestic entity with individual ownership and is listed as an allocator that can engage outside managers, which suggests a focus on manager selection and curated access to external investment strategies in addition to in‑house portfolio work.

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Location & Offices