STEVEN AYERS & COMPANY

Overview

Steven Ayers & Company is a small, equity-focused advisory boutique that provides portfolio management for individuals and small businesses on a percentage-of-AUM fee basis. The firm is organized as a corporation and is owned by an individual. Its client base is concentrated among high-net-worth individuals and families, and the advisory model is predominantly discretionary: the firm manages client portfolios with active allocation decisions rather than acting primarily as a passive custodian of client-directed holdings. Investment posture is centered on exchange-traded equities, with a clear preference for liquid, market-traded instruments to implement core equity exposure and tactical ideas. The firm supplements its equity work with mutual fund holdings where appropriate and allocates a portion of client capital to third-party alternative managers in private equity and real estate for illiquid, longer-term returns. Steven Ayers & Company is not positioned as an ESG-focused manager, nor as a multi-state or pension consultant; its practice is geared to individualized wealth management rather than institutional consulting or broad capital-allocation mandates.

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