Creativevest Inc

Overview

Creativevest Inc is a small, independent registered investment adviser that manages concentrated equity portfolios for individuals, families and a limited number of institutional or small-business clients. The firm’s advisory menu centers on financial planning and discretionary portfolio management for individuals and small businesses, with a clear preference for exchange-traded equities as the primary building block of client portfolios. Fee arrangements include a mix of percentage-of-AUM, hourly and fixed-fee engagements, which suggests they serve both ongoing wealth-management clients and project-based planning relationships. Investment activity is heavily equity-oriented: the firm uses exchange-traded equities and ETFs as its principal allocation tools, and supplements those core equity exposures with mutual funds and selected alternative allocations. Creativevest’s structure and custody choices indicate a boutique, execution-focused approach—portfolios are custodied at Interactive Brokers LLC, a platform often favored for direct-market access and efficient ETF trading.

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