METCALF INVESTMENT MANAGEMENT, LLC

Overview

Metcalf Investment Management, LLC is a small, privately held advisory firm that manages portfolios for individuals, families and a limited number of small-business clients. The firm operates on a discretionary basis and charges a mix of percentage-of-assets and fixed fees. Its advisory scope includes ongoing portfolio management and pension consulting services, but it does not position itself as an ESG specialist and is not organized as a multi-state adviser. Investment activity centers on public pooled vehicles—primarily mutual funds—and selective use of real estate as an alternative allocation. Given the firm’s size and client base, the investment approach appears oriented toward straightforward, liquid solutions delivered through third-party managers and custodial platforms rather than large-scale proprietary strategies or extensive direct private-market underwriting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices