Consultiva Wealth Management, Corp.

Overview

Consultiva Wealth Management, Corp. is a corporate investment adviser that blends wealth management for individuals and families with services for institutional clients. The firm acts as a capital allocator, employing both in-house portfolio management and selection of outside managers. It offers a mix of fee structures—percentage of AUM, hourly charges and fixed fees—and provides a broad set of service lines that include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and educational publications and seminars. Consultiva also operates business lines beyond pure advisory work: it is affiliated with broker-dealer, futures commission merchant and insurance broker activities. The firm identifies itself as an active ESG investor, indicating that environmental, social or governance factors are considered in its investment approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices