BELTRAMO FINANCIAL SERVICES, INC.

Overview

Beltramo Financial Services, Inc. is an independent registered investment adviser operating as a small, owner-run firm that focuses on individual and family clients while also providing portfolio management for small businesses and institutional clients. The firm combines traditional advisory services—financial planning and discretionary portfolio management—with insurance brokerage capabilities, and charges a mix of percentage-of-AUM and fixed fees. Investment activity centers on public funds and mutual funds as the primary vehicle for client portfolios. The firm uses mutual funds and annuities as core building blocks and supplements client allocations with third-party real estate strategies where appropriate. Given the emphasis on mutual funds and annuities, the firm’s investment approach reads as pragmatic and allocation-driven rather than high-touch direct-stock management or extensive use of complex private markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices