Still Waters Investment Strategies LLC

Overview

Still Waters Investment Strategies LLC is a small, individually owned advisory firm that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, which points to a hybrid client service model that combines ongoing asset management with one-off or project-based planning work. The ADV indicates the firm is not an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. Asset allocation preferences skew toward equities, and the firm uses managed account structures to implement its strategies.

Assets & Accounts

Public Holdings

Location & Offices