Ruff Choices

Overview

Ruff Choices is a small, privately held limited liability company that provides advisory services primarily to individuals and families, with capabilities to manage portfolios for small businesses and other institutions. The firm charges a mix of fees—percentage of assets under management, hourly rates, and fixed fees—depending on the engagement. Its advisory scope is focused on discretionary portfolio management, and it self-identifies as an active ESG investor, which suggests ESG criteria factor into security selection or manager screening. The ownership is individual rather than institutional, and the firm appears to operate with a compact, client-focused model rather than as a capital allocator or pension consultant. An accounting affiliation is noted, which may shape how the firm integrates tax and financial-reporting considerations into client advice.

Assets & Accounts

Public Holdings

Investments & Alternatives