Overshare

Overview

Overshare is a small independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients. The firm provides fee-based advisory services using a mix of percentage-of-AUM, hourly charges, and fixed-fee arrangements. Core service lines include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and educational workshops. Overshare identifies as an active ESG investor, and that preference informs manager selection and security-level decisions where applicable. With limited scale, the firm structures portfolios around pooled public funds and third-party alternative managers rather than large, direct positions in individual securities. That approach supports diversified exposure across equity, fixed income and less-liquid asset classes while keeping operational complexity and trading frequency manageable for a small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices