Finec Asset Management

Overview

Finec Asset Management is an independent, owner-operated RIA organized as an LLC that provides discretionary portfolio management for both individual and institutional clients. The firm serves individuals and families as well as small businesses and institutional accounts and charges a mix of percentage-of-AUM, fixed, and performance-based fees. Finec does not present itself as a capital allocator or pension consultant, and it does not market an ESG-focused strategy. Advisory work centers on tailored portfolio management rather than operating pooled investment vehicles. The firm reports a concentrated use of separately managed account structures and traditional fixed-income allocations alongside selective exposure to alternative assets.

Assets & Accounts

Investments & Alternatives