PLC Investment Solutions, LLC

Overview

PLC Investment Solutions, LLC is a small, privately owned limited liability company that operates as a non-independent retail registered investment adviser and insurance broker serving individual and family clients. The firm charges fees as a percentage of assets under management and acts as a capital allocator, sourcing third-party managers where appropriate. Its advisory activities emphasize portfolio management for individuals and small businesses, selecting other advisers, and providing educational seminars or workshops. The firm is not structured as a multi-state or pension consultant adviser, and it does not position itself as an active ESG investor. Its business model blends traditional wealth management with insurance distribution, reflecting a hybrid advisory/brokerage approach rather than a purely discretionary institutional allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices