PLC Investment Solutions, LLC

Overview

PLC Investment Solutions, LLC is a small, non-independent retail registered investment adviser organized as an LLC and owned by an individual. The firm serves mostly individual and family clients and charges fees based on a percentage of assets under management. Its advisory services emphasize portfolio management for individuals and small businesses, selecting outside managers for client portfolios, and providing educational seminars or workshops. PLC also operates as an insurance broker and is identified as a capital allocator, directing client capital to third-party managers when appropriate. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

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Public Holdings

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Location & Offices