DIRIGO INVESTMENT ADVISORS, LLC

Overview

Dirigo Investment Advisors, LLC is a small, independent RIA that provides fee-based financial planning and portfolio management for individuals and small businesses. The firm operates as a limited liability company with an accountant background reflected in its business activities, suggesting an emphasis on tax-aware portfolio construction and detailed financial recordkeeping. Dirigo manages client relationships on a discretionary basis and prefers liquid, exchange-traded equities as the core building blocks of client portfolios, supplemented by mutual funds and corporate debt for fixed-income or blended exposures. The firm is not positioned as a capital allocator running pooled funds; instead, it implements tailored strategies for a concentrated client base of individuals and families. Dirigo does not list ESG investing as an active practice, and it is not structured as a multi-state adviser or pension consultant. Given the modest scale of assets, the investment approach is likely hands-on and execution-focused, with a willingness to use alternative vehicles to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices