Black Dog Financial Ltd.

Overview

Black Dog Financial Ltd. is a small, independent registered investment adviser run as an owner-managed corporation that focuses on financial planning and discretionary portfolio management for individuals, families and small business owners. The firm charges a combination of percentage-of-assets and hourly fees, and it delivers tailored planning alongside day-to-day portfolio oversight. Investment orientation favors publicly traded equities and liquid instruments, supplemented where appropriate with mutual funds, annuities and targeted alternative allocations to real estate, commodities and oil & gas through third-party managers. Black Dog Financial Ltd. is not positioned as an ESG-focused adviser and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices