Finser Investment Advisor

Overview

Finser Investment Advisor is a corporation that operates as an institutional registered investment adviser and has been SEC-registered since 2007. The firm serves institutional clients across multiple states and provides portfolio management specifically for businesses and other institutions. It also maintains a registered representative relationship with a broker‑dealer, indicating it conducts brokerage activity alongside its advisory practice. Fee arrangements include percentage-of-AUM and fixed-fee structures. Finser does not report being an active ESG investor, is not positioned as a capital allocator, and is not identified as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives