Preservation Financial Management

Overview

Preservation Financial Management operates as a small, independent registered investment adviser focused on individual and family clients. The firm combines financial planning with discretionary portfolio management, often using separate managed accounts to implement client strategies. Fee arrangements include assets-under-management, hourly work and fixed-fee engagements, which supports both ongoing investment oversight and project-based planning engagements. Investment activity centers on equity-focused portfolios built primarily with exchange-traded equities and ETFs, supplemented by mutual funds and corporate debt where income or diversification is needed. The firm acts as a capital allocator when appropriate, engaging third-party managers for alternative exposures and selecting outside advisers for specialized mandates. Preservation Financial Management also publishes educational material and runs seminars or workshops as part of its client-facing practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices