S CONWAY CONSULTING, LLC

Overview

S Conway Consulting, LLC is an independent, owner-run registered investment adviser operating as a limited liability company. The firm focuses on individual and family clients and small-business owners, delivering financial planning and discretionary portfolio management. Its billing model is a mix of percentage-of-AUM, hourly fees and fixed fees, giving flexibility for both ongoing asset management relationships and project-based planning work. Investment activity is centered on public funds and mutual funds as the primary building blocks of client portfolios, with a smaller allocation to third-party alternative managers. The firm reports no active ESG investing program, is not acting as a capital allocator, and does not position itself as a pension consultant or multi-state adviser. Given its client profile and asset mix, the practice appears oriented toward traditional wealth-management solutions supplemented by external alternative exposures for diversification.

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Location & Offices