INCOME & ASSET ADVISORY, INC.

Overview

Income & Asset Advisory, Inc. is a small, owner-operated advisory firm focused on discretionary portfolio management for individuals, small businesses and institutions, with additional pension consulting services. The firm favors publicly offered pooled vehicles—primarily mutual funds and other public funds—as the backbone of client portfolios, and combines that exposure with annuities and real estate allocations where appropriate. Its fee design mixes a percentage-of-assets model with hourly charges, which supports both ongoing portfolio management and project-based advisory work. Investment activity is concentrated on implementing model-like solutions built from mutual funds and separately managed account structures, rather than heavy direct-stock trading. The firm is not an active ESG investor and operates under a single-state registration profile, having registered with the SEC in 2009. Given the split between discretionary and non-discretionary mandates, managers here adjust allocations for clients under ongoing authority while also maintaining advisory relationships that require client approval for trades.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices