CTS Consulting, LLC

Overview

CTS Consulting, LLC is a small, owner-operated registered adviser that focuses on portfolio management for individuals and small businesses. The firm runs a discretionary investment program centered on public equities and exchange-traded products as the primary building blocks of client portfolios, supplemented with fixed-income vehicles and insurance solutions. Fee arrangements combine a percentage-of-AUM model with hourly charges, which supports both ongoing portfolio management and ad hoc financial planning or consulting work. The adviser does not position itself as an ESG investor and is not registered as a multi-state adviser. Its adviser activities are straightforward: direct portfolio management for private clients, with an accountant listed among its industry affiliations. While CTS Consulting does not present itself as a capital allocator in the sense of running a fund-of-funds, it does place client capital with third-party alternative managers for targeted real-asset and commodities exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices