Securestate

Overview

Securestate is an independent registered investment adviser operating as a corporation that serves both individual/family and institutional clients. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-assets and fixed fees. The firm is not structured as a capital allocator and does not identify as an active ESG investor. It is not a multi-state adviser and is not newly formed. Securestate’s business appears focused on managing client portfolios rather than providing pension consulting or related-adviser services.

Assets & Accounts

Investments & Alternatives