Rivetti Investment Services, LLC

Overview

Rivetti Investment Services, LLC is an independent, owner-operated registered investment adviser structured as an LLC that serves individual and family clients. The firm operates as a capital allocator, directing client capital to outside managers in addition to managing portfolios directly. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational workshops. The firm reports non-participation in ESG-focused investing and is not designated as a multi-state adviser. Fees are flexible: Rivetti charges based on a percentage of assets under management and can also use hourly or fixed-fee arrangements depending on client needs. The firm lists an insurance company among its industry affiliations.

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Investments & Alternatives

Location & Offices