The Pursuit, Inc.

Overview

The Pursuit, Inc. is a small, owner-operated advisory corporation focused on portfolio management for individuals and small businesses. The firm runs a percentage-of-AUM fee model and maintains a clear tilt toward fixed-income management. Its asset mix shows a meaningful allocation to U.S. government bonds, consistent with a conservative or capital-preservation orientation rather than an equity-heavy, growth-driven playbook. The Pursuit, Inc. does not identify as an active ESG investor and is not set up as a multi-state adviser or pension consultant. Its business activity centers on discretionary portfolio management rather than broad institutional or capital-allocation services.

Assets & Accounts

Investments & Alternatives

Location & Offices