Investment Strategies, L.L.C.

Overview

Investment Strategies, L.L.C. is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on high-touch advisory relationships with individuals and families, offering financial planning and portfolio management for individuals, small businesses and institutional business clients. Fee arrangements combine percentage-of-AUM billing with fixed-fee engagements. From an investment standpoint the firm tilts heavily to equities, using exchange-traded instruments as the primary building blocks for client portfolios. Managers emphasize liquid, tradable exposures for core allocations while layering in third‑party solutions where needed. The firm is not an active ESG investor and does not position itself as a capital allocator; instead it relies on external managers for alternative exposure. An industry affiliation with accounting professionals suggests tax-aware portfolio construction and integrated planning is part of the client service model. Custody and execution are centralized at Charles Schwab & Co., Inc.

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