FOUR SEASONS INVESTMENT ADVISORS, INC.

Overview

Four Seasons Investment Advisors, Inc. is an independent, fee-based registered investment adviser serving individual and family clients as well as institutional relationships. The firm focuses on financial planning and portfolio management for individuals and small businesses, running discretionary portfolios that favor pooled vehicles as the primary building blocks. It operates under a percentage-of-AUM fee model and does not present itself as a capital allocator or a pension consultant. Investment behavior from the firm’s filings indicates a clear tilt toward public funds and mutual funds as the core implementation vehicle. Where the firm uses alternatives, it relies on third-party exposures rather than running proprietary alternative funds. The firm is not identified as an active ESG investor and maintains custodial relationships centrally rather than spreading custody among multiple providers.

Assets & Accounts

Investments & Alternatives

Location & Offices