TARGETED FINANCIAL SERVICES, LLC

Overview

Targeted Financial Services, LLC is an independent registered investment adviser that has managed client assets since 2003. The firm serves both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Its fee schedule includes percentage-of-AUM billing supplemented by hourly and fixed-fee engagements, which allows flexible pricing across planning and discretionary portfolio mandates. Investment activity is concentrated in public funds and mutual funds as the firm’s core vehicle for implementing asset allocation and liability-driven strategies. Fixed-income exposure is a clear priority within public markets — the firm’s largest public holding is a broad bond ETF — while equity positions are used selectively. Targeted Financial Services does not position itself as a capital allocator; instead it employs third-party managers and commingled funds alongside direct public securities to build client portfolios. The firm is not an active ESG investor and operates primarily within a single-state registration footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices