Shrier Associates, LLC

Overview

Shrier Associates, LLC operates as an independent registered investment adviser organized as an LLC and positioned to serve both individual/family and institutional clients. The firm combines traditional portfolio management and financial planning with a role as a capital allocator: it constructs core exposure with public mutual funds while allocating to external managers for less-liquid strategies. Advisory services explicitly include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting. The firm also acts as an insurance broker, which can expand its toolkit for liability management and insurance-based solutions alongside investment advice. Investment activity tilts toward pooled public funds for core holdings but includes deliberate manager allocations to alternatives. Shrier Associates runs both discretionary and non‑discretionary mandates, allowing some clients full fiduciary authority while others retain implementation control. Fee arrangements are mixed — percentage of AUM plus hourly, fixed and other fee structures — which supports flexibility for differing client needs and account types.

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Investments & Alternatives

Location & Offices