Native Finance Investment Advisory

Overview

Native Finance Investment Advisory is a small, independent registered investment adviser operated as a sole proprietorship that serves individual and family clients. The firm’s advisory work centers on financial planning and is paired with insurance brokerage services; it bills clients on an hourly basis rather than on asset-based or performance fees. Investment activity is narrowly focused: the firm's reported preference is equities, and its filings identify exchange-traded equities as the primary instrument used. The adviser is not an active ESG investor, does not act as a capital allocator, and is not set up as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Location & Offices