Firehorse Strategic Investing, LLC

Overview

Firehorse Strategic Investing, LLC is a small, client-focused wealth advisory firm that manages portfolios primarily for individuals and families, including small business owners. The firm charges fees as a percentage of assets under management and concentrates its investment activity on publicly traded equities delivered through managed account structures and exchange-traded products. Its advisory mandate centers on portfolio management rather than institutional consulting or multi-state pension work, and it does not position itself as an active ESG investor. Investment behavior points to a clear equity bias: the firm favors exchange-traded instruments and uses separately managed account (SMA) wrappers to implement stock and ETF exposure. The business model is straightforward — ongoing portfolio management for a limited client base with a focus on liquid markets and conventional long-only equity solutions rather than extensive bespoke capital allocation or direct private-market investing.

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Location & Offices