OPENVEST

Overview

Openvest is a small limited liability company that provides fixed-fee portfolio management primarily for individuals and small businesses. The firm shows a clear preference for equity exposure, allocating its investable assets to exchange-traded equities. It does not position itself as an active ESG investor and operates within a single-state footprint rather than as a multi-state adviser. Advisory services are focused on direct portfolio management rather than institutional consulting or broad capital allocation. Investment activity is modest in scale and concentrated in liquid, publicly traded vehicles. Given the firm’s client base and fee structure, its approach appears aimed at delivering straightforward equity exposure and portfolio oversight at a predictable price point rather than complex, high-touch wealth management programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices