MODERN ASSET MANAGEMENT LLC

Overview

Modern Asset Management LLC is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses while also offering pension consulting and the selection of other advisers. The firm operates as a capital allocator—deploying client assets across public equities and third‑party alternative managers—rather than acting solely as a broker or fund sponsor. Its advisory model charges a percentage of assets under management and serves both individual/family and institutional clients. The firm does not flag itself as an active ESG investor and is not registered as a multi‑state adviser. Filings indicate a clear preference for equity exposure, with tactical use of fixed income and guaranteed vehicles where appropriate. The inclusion of selection‑of‑other‑advisers in its service set suggests Modern Asset Management frequently outsources specialized strategies (notably in alternatives) to third‑party managers rather than building those capabilities entirely in‑house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices