Factor Investment Solutions, LLC

Overview

Factor Investment Solutions, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm combines advisory work with insurance brokerage, and its stated advisory activity is the selection of other advisers, indicating it operates as a capital allocator that directs client assets to external managers rather than managing all strategies in-house. The firm reports a nonstandard fee structure labeled "Other." It is not identified as an active ESG investor, it does not position itself as a multi-state adviser, and it does not describe pension consulting or related-adviser services.

Investments & Alternatives

Location & Offices