NO Other Primary Business Name

Overview

The adviser operates as a small, independent RIA that runs a fee-for-assets business focused on discretionary portfolio management and financial planning for individuals, families and institutions. Investment activity is weighted toward public equities, with a stated preference for exchange-traded instruments as the primary building block of client portfolios. Services extend beyond retail planning to include portfolio management for small businesses and institutions and pension consulting, reflecting a mix of private- and institution-facing work. The firm’s regulatory and business filings list accounting as a core business activity, which suggests offerings are integrated with tax and reporting considerations. It does not position itself as an ESG-focused or multi-state adviser, and it is owned at the individual level rather than by a larger corporate parent.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices