Bone Asset Management

Overview

Bone Asset Management is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individuals and families. The firm bills on a percentage-of-assets basis and provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It identifies itself as a capital allocator, indicating it both manages portfolios directly and directs client capital to third-party managers when appropriate. Bone is not positioned as an ESG-focused or multi-state specialist according to the available profile.

Assets & Accounts

Public Holdings

Investments & Alternatives