Society Investment Management

Overview

Society Investment Management is a small, independent RIA organized as a sole proprietorship that serves individual and family clients. The firm operates on a percentage-of-assets fee model and provides financial planning and portfolio management for individuals and small businesses. Filings show the adviser takes a primarily equity-oriented approach, using exchange-traded equities as its core building block while complementing stock exposure with fixed income, mutual funds, and insurance products. Manager activity appears focused on discretionary relationships: nearly all assets reported are managed on a discretionary basis, which suggests the firm typically implements tactical and strategic equity allocations on behalf of clients rather than solely providing advice. The firm is not identified as an active ESG investor and does not present itself as a multi-state or institutional pension consultant. As a small, independent practice, it also engages in other financial product sales consistent with integrating annuities and corporate debt into client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices