BUFF YOUR FINANCES

Overview

Buff Your Finances operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families and positions itself as a capital allocator that combines financial planning with discretionary portfolio management and selection of outside advisers. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars or workshops. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, and it reports that it is not an active ESG investor and does not operate as a multi-state adviser. From the activity disclosed, the firm favors delegated exposure to pooled public funds rather than pursuing large direct equity bets or operating as a direct pension consultant. The emphasis on using other advisers and public funds suggests a manager-selection and fund-wrapping approach to building client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices