Christopher Investment Advisors

Overview

Christopher Investment Advisors is a very small, sole-proprietor advisory practice that provides financial planning and portfolio management focused on individuals and small businesses. The firm runs a discretionary book and shows a clear preference for equity exposure, with exchange-traded equities representing the single largest sleeve of client assets. Fee arrangements are flexible: the firm uses percentage-of-AUM billing alongside hourly and fixed-fee engagements, which fits a boutique advisory model that combines ongoing portfolio management with project-based planning work. The adviser is not an active ESG investor, is not structured as a multi-state adviser, and does not position itself as a capital allocator. Given the size of the business, investment decisions appear geared toward efficiency and simplicity—using liquid public markets for core allocations and selectively employing external managers for alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices