MOSELEY INVESTMENT MANAGEMENT, INC.

Overview

Moseley Investment Management, Inc. is a small, equity-focused advisory firm that manages portfolios for individuals, families and institutional clients. The firm acts as a capital allocator and combines direct security selection with relationships to outside managers — it lists portfolio management for individuals/small businesses and selection of other advisers among its core advisory activities. Investment emphasis tilts toward exchange-traded equities and ETFs, with a clear preference for equity exposure across client accounts. The firm does not position itself as an active ESG investor and uses a fee mix of a percentage of assets under management and hourly charges for certain services. Moseley shows a willingness to blend internally managed equity strategies with outside manager allocations. That approach supports concentrated public equity positions alongside manager-selected allocations into alternatives and pooled vehicles when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices