JOHNSON & SHUTE INVESTMENT ADVISORS, INC.

Overview

Johnson & Shute Investment Advisors, Inc. is a small, corporation-form investment adviser focused on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and serves both individual and institutional clients. Its advisory activity is concentrated in non-discretionary relationships, suggesting client-directed decision authority is the typical arrangement. The firm is not positioned as an ESG investor, is not a multi-state adviser, and does not identify as a pension consultant or capital allocator on its regulatory filing. Investment activity is heavily weighted toward pooled public funds: public mutual funds make up the bulk of assets under management. The firm’s stated preference on filings is “Other,” but the actual asset mix shows a clear tilt toward easily tradeable, fund-based vehicles rather than direct-stock concentrated portfolios or third-party alternative fund allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices