CERTITUDE ADVISORS, LLC

Overview

Certitude Advisors, LLC is a small, fee‑based registered investment adviser that concentrates on discretionary portfolio management for individuals and families. The firm runs equity‑centered portfolios as its core allocation, using exchange‑traded equities and ETFs for liquid, tradable exposures while supplementing with mutual funds where appropriate. Advisory services are delivered on a percentage‑of‑AUM basis, and the firm is not positioned as an ESG or pension consultant; its footprint is centered on individual and family clients rather than institutional mandates. Investment implementation appears to favor separately managed account (SMA) structures and tradable vehicles held at a single primary custodian, which supports tax‑aware trading and customized equity sleeves when clients require concentrated or bespoke positions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices