Increase Consultants LLC

Overview

Increase Consultants LLC is a small, owner-operated independent registered investment adviser focused on financial planning and portfolio management for individuals and small businesses. The firm runs a fee mix that includes a percentage of assets under management, hourly charges and fixed fees, and it operates primarily as a discretionary manager — its entire reported asset base is discretionary. Investment activity centers on equities, with a clear preference for exchange-traded securities; that allocation pattern drives portfolio construction and risk budgeting. The firm is not identified as an active ESG investor and does not position itself as a capital allocator; instead it sources third-party managers and traditional products to meet client objectives. Increase Consultants LLC maintains industry linkages that broaden product access, including relationships with futures/commodity intermediaries and insurance firms. Those affiliations support use of insurance-wrapped products and access to derivative or futures markets when appropriate. Service delivery targets individual and family clients, and the firm’s product mix and fee options reflect a practice built to serve mass-affluent households and small-business owners.

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Public Holdings

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Location & Offices