Israels Ferguson Asset Advisors LLC

Overview

Israels Ferguson Asset Advisors LLC is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers when clients require specialist access. Its stated preference is equities-driven portfolios, with the majority of client assets held in exchange-traded equities. The firm operates as a capital allocator, using external managers where appropriate to access niche or illiquid exposures. Fee arrangements include a percentage-of-assets model supplemented by hourly charges and other fee arrangements for non-standard work. Israels Ferguson is not an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices