Cairn Investor Services

Overview

Cairn Investor Services is a small, independent registered investment adviser operating as a sole proprietorship that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage capability, which informs the product set it offers. Investment activity leans conservative at the portfolio level: cash and cash equivalents are the single largest asset allocation, but the firm also sources third-party alternative managers and traditional securities to construct client portfolios. Fees are billed through a mix of percentage of AUM, hourly engagements and subscription arrangements. Cairn is not characterized as an active ESG investor and is not registered as a multi-state adviser despite maintaining offices in more than one state.

Assets & Accounts

Investments & Alternatives

Location & Offices