POSITION WEALTH

Overview

Position Wealth is an independent registered investment adviser operating as a limited liability company. The firm acts as a capital allocator and focuses on discretionary portfolio management for individuals, families and small businesses while also selecting third‑party advisers for specific strategies. Fee billing is based on a percentage of assets under management. Investment activity centers on building client portfolios primarily with pooled public funds and mutual funds as the core sleeve, supplemented by selected alternative and insurance‑based investments. Position Wealth does not list ESG strategies as an active investment priority. The firm’s model blends in‑house portfolio construction with the use of outside managers: it directly manages client accounts while contracting or recommending external advisers where specialized expertise is needed. That hybrid approach supports both traditional allocation work—equity and fixed income exposure through mutual funds—and targeted allocations to alternatives such as commodities and energy‑sector private placements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices