Fleschner Investments

Overview

Fleschner Investments is a small, owner-operated advisory practice focused on portfolio management for individuals and small businesses. The firm runs a fee model based on a percentage of assets under management and operates as a sole proprietorship, concentrating on discretionary management. Its investment profile is equity-heavy, with the bulk of client assets deployed in exchange-traded equities held at a single custodian. The firm does maintain exposure to non-equity instruments — including mutual funds and corporate debt — and uses third-party alternative managers for hedge funds, real estate and REIT strategies to add diversification where appropriate. Portfolio construction appears straightforward and implementation-driven: a core equity allocation delivered through exchange-traded vehicles and listed stocks, supplemented by fixed income and selected external alternative funds. Fleschner Investments does not identify as an ESG investor and its advisory footprint is limited to a single state operation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices