Investment & Tax Strategies, Inc.

Overview

Investment & Tax Strategies, Inc. is a corporate RIA focused on portfolio management for individuals and small businesses, with its roots in accounting services. The firm charges fees as a percentage of assets under management and is positioned to serve individual and family clients rather than institutional pension plans or large foundations. It registered with the SEC in 2026 and is operated under individual ownership. Investment behavior is equity-centric: the firm prefers exchange-traded equities and uses liquid, listed instruments for core exposures. That equity preference is delivered through separately managed account structures alongside pooled ETF vehicles, with alternatives layered in for diversification. The firm does not identify as an active ESG investor and limits its advisory scope to non-pension clientele.

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Public Holdings

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Location & Offices