Investments By Design, Inc

Overview

Investments By Design, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual principal. The firm advises both individuals/families and institutional clients, offering financial planning and portfolio management for individuals and small businesses. Compensation is flexible: percentage-of-AUM fees are used alongside hourly and fixed-fee arrangements. The adviser reports a pronounced fixed-income orientation and does not identify as an active ESG investor or a multi-state adviser. It is not positioned as a capital allocator or pension consultant and lists an affiliation with an insurance company.

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Location & Offices