CALIBRATION FINANCIAL

Overview

Calibration Financial is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm acts as a capital allocator: it directly manages client portfolios and also selects and places business with outside managers when appropriate. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-assets, hourly charges and fixed fees. Investment activity is equity‑oriented—exchange‑traded equities are the dominant holding type—but the firm also integrates third‑party alternative managers into client programs. Calibration Financial does not position itself as an ESG investor and is not structured as a multi‑state or newly formed adviser. Its operating model favors individualized portfolio construction for smaller private clients, combining in‑house management with external fund allocations when those vehicles better meet client objectives.

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