Mature Money Management, Inc

Overview

Mature Money Management, Inc. is a small, owner-operated independent registered investment adviser that serves individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers, positioning itself as a capital allocator that blends delegated manager relationships with in‑house oversight. Fee arrangements are flexible—percentage of AUM alongside hourly and fixed-fee options—allowing the firm to tailor engagements to client needs. Investment activity centers on pooled public funds as the core holding type, with the adviser supplementing those positions with targeted allocations to third‑party alternative managers. The firm does not identify as an active ESG investor and operates from a single state, which supports a boutique, relationship-driven model rather than a national or multi-state platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices