INSTITUTE OF TRADE MANAGEMENT

Overview

Institute Of Trade Management is a small, privately held limited liability company that provides portfolio management services to individuals and small businesses. The firm is owned by an individual and operates under an hourly-and-other fee model rather than traditional AUM-based billing. It does not position itself as a multi-state adviser, pension consultant, or large capital allocator, and it does not identify as an active ESG investor. Investment activity appears focused on managed portfolios for retail and small business clients using pooled investment vehicles rather than operating or marketing proprietary funds. The firm’s classification is unclassified, and it does not list affiliations with related advisers or third-party capital allocators. That profile suggests a boutique advisory practice oriented toward direct advisory work rather than institutional management or large-scale fund distribution.

Assets & Accounts

Investments & Alternatives

Location & Offices