Iqvestment, LLC

Overview

Iqvestment, LLC is a small, client-focused advisory firm that manages discretionary portfolios for individuals and families. The firm has been SEC-registered since 2014 and operates as a limited liability company. Its advisory work centers on portfolio management for individuals and small businesses, using a combination of percentage-of-AUM and fixed fee billing. Iqvestment reports that it is an active ESG investor, which suggests ESG screens or integration form part of its investment selection and manager due diligence. Investment activity is concentrated in liquid, professionally managed vehicles: the firm’s filings show a strong preference for public mutual funds and similar pooled products as the primary building blocks of client portfolios. While Iqvestment does place some capital into alternatives via private placements, the scale of those allocations appears modest relative to its public-fund holdings. The firm is not identified as a capital allocator and does not list pension consulting or related-adviser arrangements among its activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices