Constitution Investment Advisory and Portfolio Management

Overview

Constitution Investment Advisory and Portfolio Management is an independent, individual-owned RIA that provides financial planning and portfolio management for individuals, families, small businesses and other business clients. The firm charges fees based on a percentage of assets under management and is registered with the SEC, having registered in 2020. Its stated advisory activities cover financial planning and discretionary portfolio management for individuals/small businesses as well as for businesses or institutions. Constitution positions itself as an equity-oriented manager: its ADV indicates a preference for exchange-traded equities and the firm does not identify as an ESG investor or a capital allocator. It also uses third-party investment products as part of client portfolios, including mutual funds and allocations to external hedge funds.

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Location & Offices