SOARING INVESTMENT MANAGEMENT, LLC

Overview

Soaring Investment Management, LLC is an independent registered investment adviser focused on fee-based portfolio management and financial planning for individuals, families and small businesses. The firm is owned by an individual and charges a mix of percentage-of-AUM fees and hourly fees, which supports both ongoing portfolio relationships and project-based planning engagements. Soaring favors pooled public funds as the core building blocks of client portfolios, and its practice appears designed for clients seeking outsourced portfolio construction using mutual funds and corporate fixed income as the primary instruments. The firm does not position itself as an ESG-focused allocator, pension consultant, or multi-state adviser in its filings. Its client base includes both individual and institutional relationships, and advisory activity is concentrated on financial planning and discretionary portfolio management for individuals and small business owners.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices