The Playbook Advizor

Overview

The Playbook Advizor is a small, owner-operated independent registered investment advisor that serves individual and family clients. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges either a percentage of assets under management or fixed fees and maintains a concentrated client roster that suggests hands-on, relationship-driven service. Investment preference tilts toward equities: the firm shows a clear preference for exchange-traded securities as the primary building blocks of client portfolios. It complements equity exposure with mutual funds and allocations to real estate-focused strategies, including REITs, to add income and diversification. The Playbook Advizor is not an active ESG investor and does not identify as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices