BEST INVEST

Overview

Best Invest is an independent SEC-registered registered investment adviser that runs a predominantly equity-focused advisory model. Since its 2018 registration the firm has built concentrated discretionary management capabilities, prioritizing exchange‑traded equities and ETFs as the backbone of client portfolios. Its client mix includes individuals, families and some institutional relationships, and its service set centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements combine percentage‑of‑AUM billing with hourly charges for planning or ad hoc work. Best Invest does not position itself as a capital allocator or pension consultant and is not an active ESG investor. Managerially, Best Invest operates mostly on a discretionary basis — nearly all assets are managed under discretionary authority — which supports active portfolio implementation and rebalancing. The firm uses Charles Schwab & Co., Inc. as its primary custodian, concentrating custody and execution there to support trading in exchange‑traded instruments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices