CERTIS CAPITAL MANAGEMENT, INC.

Overview

Certis Capital Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It operates as a capital allocator and is also identified as an investment sponsor/GP and managing member of pooled investment vehicles, indicating involvement both in directing client portfolios and in sponsoring or managing private pooled vehicles. Investment activity is concentrated on publicly traded equities, with a clear preference for exchange-traded instruments. The firm does not list itself as an active ESG investor. Its fee model combines a percentage of assets under management with fixed fees, and its business model includes both advisory and advisory-sponsor roles rather than institutional pension consulting or broad multi-state advisory mandates.

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