Metcalf Investment Management, LLC

Overview

Metcalf Investment Management, LLC is an independent, privately owned limited liability company that provides advisory services to individuals and families. The firm’s practice centers on discretionary portfolio management for individuals and small businesses and it also lists pension consulting among its advisory activities. Compensation is charged as a percentage of assets under management and via fixed fees. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not classified as a capital allocator.

Assets & Accounts

Investments & Alternatives