Dirigo Investment Advisors, LLC

Overview

Dirigo Investment Advisors, LLC is an independent, privately owned advisory firm that serves individual and family clients. The firm operates on a percentage-of-AUM fee model and combines financial planning with portfolio management for individuals and small businesses. Its principal owner structure includes a domestic entity and an individual, and the firm lists accounting among its business activities. Dirigo does not describe itself as an active ESG investor, is not positioned as a multi-state adviser, and is not identified as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives