Thomas Everett Investments, LLC

Overview

Thomas Everett Investments, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator to both individual/family and institutional clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory offering centers on financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and client education through seminars and workshops. Investment activity is weighted toward publicly available pooled vehicles for core equity and fixed income exposure, with a material portion of assets deployed through mutual funds. The firm also allocates to real estate via third‑party alternative managers rather than running in‑house private real estate strategies. The adviser is not active on ESG mandates, and it operates with a single-state footprint.

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Investments & Alternatives

Location & Offices