Facet

Overview

Facet is an independent registered investment adviser formed in 2016 that primarily serves individuals and families. The firm operates on a fixed-fee model and focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its stated approach includes ESG considerations—Facet identifies as an active ESG investor—and it does not position itself as a capital allocator or pension consultant. Facet’s organizational form is a corporation and it is classified as an independent RIA. Its services center on fee-based advisory relationships rather than commission or transaction-driven business, and its product mix emphasizes pooled public funds alongside outsourced manager relationships for select alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices