Queenvest

Overview

Queenvest is a small, independent RIA that runs a fee-based planning and portfolio management practice for individuals and families. The firm favors equity-centric portfolios, placing most client capital into exchange-traded equities and ETFs while supplementing client exposures with third-party mutual funds and select alternative managers. As a registered capital allocator, Queenvest performs due diligence and selects outside advisers and fund managers when clients need exposure beyond public markets. Service offerings include comprehensive financial planning, individualized portfolio management for individuals and small businesses, pension consulting support, selection of other advisers, and educational seminars and workshops. Its fee model is flexible—mixing percentage-of-AUM billing with hourly and fixed-fee engagements—so the firm can serve both ongoing advisory relationships and project-based planning clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices