SELECT MONEY MANAGEMENT, INC.

Overview

Select Money Management, Inc. is a registered investment adviser operating as a corporation since 2010. The firm acts as a capital allocator for individual, family and institutional clients, charging fees as a percentage of AUM and providing portfolio management for individuals and small businesses alongside the selection of third‑party advisers. Select Money Management shows a clear preference for equity exposure: its largest asset category is exchange‑traded equities, and its portfolio construction emphasizes liquid, listed instruments implemented through separately managed accounts and pooled vehicles where appropriate. The firm’s advisory model blends direct portfolio management with manager selection. That combination lets advisors build core equity exposures in‑house or through ETFs and individual securities, while outsourcing specialized strategies or niche sleeves to external managers. Select Money Management is not identified as an active ESG investor and maintains relationships across broker‑dealer and insurance channels that support execution and product distribution.

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