DECISION INVESTMENTS, INC.

Overview

Decision Investments, Inc. is an independent, owner-operated registered investment adviser that serves individuals and family clients with a mix of financial planning and portfolio management services. The firm is SEC-registered (2025) and combines percentage-of-AUM billing with hourly and fixed-fee arrangements, which lets it tailor fee schedules to different types of engagements. Decision Investments, Inc. identifies itself as an active ESG investor and shows a clear preference for equities and exchange-traded instruments as the core of client portfolios. Investment activity centers on direct equity exposure supplemented by ETF sleeves and third-party alternative real estate managers. The firm is not structured as a capital allocator; instead it relies on external managers for alternative real estate exposure and uses mutual funds, annuities and corporate debt to complement core equity holdings. Advisory work targets individuals, families and small-business owners rather than institutional pension clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices