Fried Asset Management, Inc.

Overview

Fried Asset Management, Inc. is a small independent investment adviser that manages concentrated equity-oriented portfolios for individual and family clients and for small businesses and institutions. The firm charges fees based on a percentage of assets under management and focuses its portfolio work on exchange-traded equities and ETFs, favoring equity exposure over other asset classes. Fried Asset Management, Inc. provides both discretionary and non-discretionary portfolio management, and its reported activity does not identify ESG investing as a primary emphasis. The firm appears to implement client strategies through separately managed accounts and pooled mutual fund positions where appropriate, tailoring equity allocations to client objectives. Fried Asset Management, Inc. does not present itself as a multi-state adviser, pension consultant, or capital allocator; its business is concentrated on direct portfolio management for individual and family clients and small institutional relationships.

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Public Holdings

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Location & Offices