Pragmatic Portfolios, LLC

Overview

Pragmatic Portfolios, LLC is an independent, owner-operated registered investment adviser that builds client portfolios primarily from public funds and mutual funds while supplementing core positions with select alternative allocations. The firm services individuals and families as well as institutional and small-business clients, delivering financial planning, portfolio management, pension consulting and educational workshops. Fee arrangements lean toward non-asset-based structures—hourly charges and fixed fees—which aligns with a planning-first model rather than a pure AUM fee model. Investment activity is centered on pooled public vehicles for core beta and active mutual funds for manager exposure. The firm does not position itself as a capital allocator running proprietary funds; instead it uses third-party managers for alternatives. ESG factors are not a stated driver of portfolio construction. Portfolios appear to use separately managed account wrappers where customization is needed, and the firm relies on an established custodian relationship for the bulk of assets.

Assets & Accounts

Investments & Alternatives

Location & Offices