PLAN TO INVEST CAPITAL MANAGEMENT, INC.

Overview

Plan To Invest Capital Management, Inc. is an independent registered investment adviser that services individual and family clients. The firm operates primarily as a discretionary portfolio manager and financial planner, offering portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. It identifies as a capital allocator — meaning it not only manages portfolios but places client capital with external managers and strategies when appropriate. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm reports a clear preference for equity exposure and uses exchange-traded instruments as a primary vehicle for that exposure. It is not an active ESG investor and does not present itself as a multi-state advisory platform.

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Public Holdings

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Location & Offices