Finser Investment Advisor

Overview

Finser Investment Advisor is a corporation operating as an institutional registered investment adviser since 2007. The firm serves institutional clients and focuses on portfolio management for businesses and other institutions. Ownership is listed as a combination of a domestic entity and an individual. Finser is not positioned as a capital allocator or pension consultant and it does not identify as an active ESG investor. Its business activities include acting as a registered representative of a broker-dealer in addition to advisory services. Fees are charged as a percentage of assets under management and via fixed fees.

Assets & Accounts

Investments & Alternatives