B365invest

Overview

B365invest is organized as a limited liability company that positions itself as a capital allocator and adviser across individual, small-business, and institutional portfolios. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers — indicating a model that blends direct portfolio management with manager-of-managers activity. The firm reports using both percentage-of-AUM and fixed-fee billing and identifies itself as an active ESG investor. It is not registered as a multi-state adviser and is not described as a related adviser or pension consultant.

Assets & Accounts

Investments & Alternatives