SELECT INVESTMENT SOLUTIONS, LLC

Overview

Select Investment Solutions, LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2022. The firm serves both individual/family and institutional clients, managing discretionary portfolios and sponsoring pooled investment vehicles. Its stated investment posture favors equities: exchange-traded securities represent the bulk of its SMA activity and portfolio allocations. The firm provides traditional portfolio management for individuals and small businesses and also acts as an adviser and sponsor/GP to pooled vehicles, which is reflected in its private-fund activity. Select Investment Solutions charges a mix of percentage-of-AUM fees and performance-based fees. It is not classified as an active ESG investor, and while it identifies a related adviser in its filings, it is not listed as a capital allocator or pension consultant. The firm’s model emphasizes liquid public markets exposure paired with selectively structured pooled vehicles and external alternative allocations.

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Public Holdings

Investments & Alternatives

Location & Offices