Fundamental Investment Services, LLC

Overview

Fundamental Investment Services, LLC is an independent RIA that registered with the SEC in 2024. The firm serves individual and family clients and is structured as a limited liability company with ownership indicated as a mix of a domestic entity and an individual. Its advisory mandate includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, services for businesses or institutions, and pension consulting. Fee arrangements include asset-based fees alongside hourly and fixed-fee engagements. The firm identifies itself as an active ESG investor. The firm is not classified as a capital allocator, which suggests it does not operate primarily as a fund-of-funds manager or outsource the bulk of investment selection to external managers, even though it makes use of third-party alternative vehicles (see Investments & Alternatives).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices