The Other 90 Financial, LLC

Overview

The Other 90 Financial, LLC is an independent registered investment adviser focused on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm charges using a mix of percentage-of-AUM, hourly and fixed-fee arrangements, and manages client relationships on a discretionary basis. Investment activity centers on pooled public funds and mutual funds as core vehicles, supplemented by targeted alternative exposures in commodity and energy sectors. The adviser does not position itself as a multi-state or pension consultant and is not described as an ESG-focused allocator. Portfolio construction emphasizes straightforward, externally managed solutions rather than large-scale direct private investments or broad manager allocations. The firm’s business model appears to blend fee-for-service planning with actively managed client portfolios, deploying separate account capabilities alongside mutual fund wrappers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices