Splizer Invest

Overview

Splizer Invest is a small, independent registered investment advisor that focuses on serving individual and family clients, along with small-business relationships. Its advisory offering centers on financial planning, discretionary portfolio management, and pension consulting. The firm’s investment posture favors equity exposure; exchange-traded equities and ETFs make up the largest slice of reported assets, and the firm supplements equity sleeves with mutual funds where appropriate. Fee arrangements combine a percentage of assets under management with fixed-fee engagements, which suits a mix of ongoing investment management and planning-only clients. Splizer Invest is not positioned as an ESG-driven adviser, and it does not present itself as a multi-state or capital-allocating manager on record.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices