Eight Ventures Private Wealth Management

Overview

Eight Ventures Private Wealth Management is an independent RIA focused on serving high-net-worth individuals, families and a limited number of institutional or business clients. The firm combines financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutions with insurance brokerage capabilities. Its advisory model is fee-based (percentage of AUM and hourly) but also includes commission-based activities consistent with insurance distribution or transactional business. Investment activity centers on an equity-first approach: exchange-traded equities are the single largest allocation and the firm lists equities as its primary preference. In addition to public equities and mutual funds, Eight Ventures uses third-party managers to access alternative strategies — notably real estate, commodities, private credit and oil & gas — positioning those allocations as complementary diversifiers and sources of income. The firm does not identify as an active ESG investor and is not set up as a capital allocator, meaning alternatives are sourced through external fund managers rather than run in-house.

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Location & Offices