RESOURCES ASSET MANAGEMENT LLC

Overview

Resources Asset Management LLC is an independent registered investment adviser organized as an LLC that serves individuals and families. The firm acts as a capital allocator and emphasizes adviser-led portfolio construction and third‑party manager selection rather than running an internal lineup of proprietary products. Its advisory services center on financial planning and discretionary portfolio management for individuals and small businesses, supplemented by selection of outside advisers, client education through seminars/workshops, and periodic publications. Investment activity is concentrated in public mutual funds as the core building blocks of client portfolios, with a portion of client capital allocated to third‑party alternative managers for real estate exposure. The firm is not positioned as an ESG-focused manager and does not operate as a multistate adviser. Resources Asset Management LLC bills through a mix of percentage‑of‑AUM fees and non‑asset fees (hourly and fixed fees), allowing flexibility to serve clients with different engagement types and planning needs.

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Investments & Alternatives

Location & Offices