Mende Financial Council, Inc.

Overview

Mende Financial Council, Inc. is an independent, owner-operated registered investment adviser that serves a concentrated base of individual and family clients. The firm bills on a percentage-of-AUM basis and provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Investment activity is equity-first: exchange-traded equities are the dominant allocation, supported by mutual fund holdings. The firm is a capital allocator and takes a hands-on, discretionary approach to implement client strategies through liquid public-market instruments rather than an emphasis on ESG or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices