RELIANCE INVESTING, INC.

Overview

Reliance Investing, Inc. is a small, fee-based advisory firm focused on serving individual and family clients. The firm operates as a corporation with an owner-type listed as an individual and positions itself around portfolio management for individuals and small businesses while also offering pension consulting services. Insurance brokerage is a visible component of its business activities, which aligns with the firm’s use of annuities as part of client solutions. Investment activity centers on publicly traded equities delivered primarily through separately managed accounts and exchange-traded vehicles. The firm’s stated preference is equities, and its custody relationships and asset mix suggest an emphasis on liquid, tradable instruments combined with select use of packaged products for income and risk management. Reliance Investing charges fees based on a percentage of AUM and appears to work with relatively compact client relationships rather than institutional pools.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices