Factor Investing Group

Overview

Factor Investing Group is an independent registered investment adviser that began SEC registration in 2021 and is structured as a corporation owned by an individual. The firm focuses on serving individual and family clients through fee arrangements based on a percentage of assets under management. Its advisory services, as disclosed in filings, include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm appears to take a quantitative or index-oriented approach to portfolio construction: filings show a heavy use of exchange-traded equities and indexed vehicles among disclosed holdings, and the advisor is not flagged as an active ESG investor. Factor Investing Group is not set up as a capital allocator in the sense of committing proprietary capital; instead it places client assets with third-party managers and pooled vehicles where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices