SYSTEMATIC WEALTH MANAGEMENT, INC.

Overview

Systematic Wealth Management, Inc. is a small, privately owned advisory firm focused on financial planning and portfolio management for individuals and small businesses. The firm also performs selection-of-other-advisers and runs educational seminars and workshops, signaling a consultative approach that combines hands-on wealth management with client education. It reports itself as an active ESG investor and integrates environmental, social and governance criteria into its security and fund selection. The firm bills clients through a mix of percentage-of-AUM, hourly and fixed fees, and identifies as a capital allocator—though its public filings show that allocation activity is concentrated in pooled public funds rather than direct private-market commitments. Custody and trading are handled through Charles Schwab & Co., Inc., which presents a standard custody relationship for small RIAs using mutual funds and model portfolios.

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Location & Offices