Firmo Investment Consulting Services

Overview

Firmo Investment Consulting Services is a small, independent registered investment adviser operating as a sole proprietorship with an individual owner. The firm serves individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It acts as a capital allocator — arranging allocations to third-party managers — and charges clients on a percentage‑of‑AUM basis as well as offering hourly billing. Firmo does not identify as an active ESG investor and is not presented as a multi‑state or pension consultant adviser. An industry affiliation with an insurance company is noted.

Assets & Accounts

Investments & Alternatives