Tenere Financial

Overview

Tenere Financial is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves a mix of individual and family clients as well as institutional relationships, delivering financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Investment activity is equity-focused: the firm shows a clear preference for exchange-traded equities as the primary vehicle for client exposure. Tenere Financial does not identify itself as an active ESG investor and is not listed as a multi-state adviser. The firm does not market itself as a capital allocator to external private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices