Mosaic Advisors

Overview

Mosaic Advisors operates as an independent registered investment adviser organized as an LLC and SEC-registered since 2015. The firm focuses on individual and family clients, delivering financial planning and portfolio management for individuals and small businesses under a fixed-fee structure. Mosaic identifies as an active ESG investor and lists an insurance company among its industry affiliations. Mosaic does not function as a capital allocator or as a multi-state adviser; instead, it works with outside fund managers when accessing alternatives and other third-party vehicles. Its advisory activity is concentrated on direct client relationships rather than running pooled funds or acting as a fund sponsor.

Assets & Accounts

Public Holdings

Investments & Alternatives