Pursuit Planning And Investments, LLC

Overview

Pursuit Planning And Investments, LLC operates as a small, independent registered investment adviser focused on individual and family clients, including small-business owners. The firm’s advisory activity centers on comprehensive financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements are flexible — the adviser reports a mix of percentage-of-assets fees, hourly charges, fixed fees and other billing approaches — which aligns with a planning-first practice that can accommodate a range of client relationships. Investment activity is concentrated in liquid, publicly traded pooled vehicles rather than private or bespoke alternative strategies. The firm does not identify as an active ESG investor and does not present itself as a capital allocator or pension consultant. Its classification and reported activities indicate a boutique advisory practice that emphasizes planning and managed exposure to mutual funds and other public funds.

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Investments & Alternatives

Location & Offices