ST. Therese Financial LLC

Overview

ST. Therese Financial LLC is a small, independent registered investment adviser focused on fee-based relationships with individual and family clients and small institutions. The firm provides financial planning and discretionary portfolio management, concentrating its client work on straightforward, core solutions rather than complex institutional mandates or pension consulting. Management operates with a single-office footprint and uses a percentage-of-assets fee model, which aligns compensation with asset growth and ongoing portfolio oversight. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for client exposure, supplemented by direct allocations to real estate strategies as an alternative sleeve. The firm reports discretionary authority over client accounts, indicating that portfolio decisions are implemented by the adviser rather than solely on a consultative basis. ST. Therese Financial LLC is not positioned as an ESG-focused manager, and it does not describe itself as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices