SINGLE TRACK FINANCIAL, INC.

Overview

Single Track Financial, Inc. is a small, fee-based advisory firm that focuses on discretionary portfolio management for individuals, families and small businesses. The firm operates as a corporation and combines percentage-of-AUM billing with hourly charges, positioning itself to serve clients who want ongoing asset management as well as hourly consulting work. Its business activity is listed as other financial product salesperson and it maintains an industry affiliation with a law firm, which suggests some work alongside legal advisers for client planning or transactional matters. Single Track is not an active ESG investor and is not positioned as a multi-state adviser. Investment implementation favors liquid, equity-centric strategies. The firm’s publicly reported asset mix shows a heavy tilt to exchange-traded equities for portfolio exposure, with a smaller allocation to alternative real estate investments through third-party managers. That mix indicates a preference for low-friction, tradeable instruments for core equity exposure while using external real estate managers to provide diversification outside the public markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices