Inclinevest

Overview

Inclinevest is an independent registered investment adviser structured as a limited liability company that primarily serves individuals and families. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM, hourly, and fixed fees. Inclinevest positions itself with an active ESG bias, which informs manager selection and fund choices across client portfolios. Investment activity centers on publicly traded pooled vehicles—primarily mutual funds—while the firm also directly incorporates digital currency exposures as part of its alternative allocation. Client relationships are relatively concentrated: the firm manages a modest asset base and operates as a single-office advisory practice under individual ownership.

Assets & Accounts

Investments & Alternatives

Location & Offices