BEST INVESTMENT OPTIONS, LLC

Overview

Best Investment Options, LLC is a small, fee-based wealth manager that serves individual and family clients with a focus on portfolio management for individuals and small businesses. The firm operates as an owner-managed limited liability company and charges clients a percentage of assets under management. Its business profile blends advisory work with accounting services, which suggests a client intake and planning workflow that links tax and bookkeeping considerations to investment decision-making. Investment activity centers on liquid public markets—exchange-traded equities are the dominant holding—and the firm supplements public positions with allocations to real estate through third-party managers and annuity products where appropriate. Best Investment Options, LLC does not position itself as an ESG investor and is not set up as a multi-state adviser or pension consultant. Client relationships are small and concentrated, allowing the firm to tailor portfolios and consider non-public allocations on a case-by-case basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices