EXECUTIVE INVESTMENT SERVICES, LLC

Overview

Executive Investment Services, LLC is a small, client-focused advisory firm that emphasizes equity-based portfolio management for individuals and families. The firm acts as a capital allocator—constructing and managing separately managed accounts (SMAs) and selecting third-party managers when appropriate. Its advisory scope includes portfolio management for individuals and small businesses, pension consulting and the selection of other advisers, alongside an insurance brokerage practice tied to an insurance company affiliation. Investment preferences tilt toward liquid, exchange-traded equities as the primary building block of client portfolios, supported by mutual funds and selective allocations to alternative managers. Fee arrangements are flexible: the firm uses percentage-of-AUM fees alongside hourly and fixed fees and, where appropriate, commission-based and other billing structures. The business model supports discretionary management for most client assets while leaving a small portion in non-discretionary arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices