Luna Investment Services Inc.

Overview

Luna Investment Services Inc. is a small, individually owned corporate advisory practice that provides discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and serves a client base made up primarily of individuals and families. Luna is not positioned as a multi-state adviser, does not identify as an ESG investor, and does not act as a capital allocator or pension consultant. Investment activity centers on liquid equity exposures together with complementary mutual fund and annuity holdings, while the firm also allocates to select third‑party alternative strategies. Advisory work is concentrated on direct portfolio management rather than broader institutional consulting or related-adviser arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices