TIMBERCHASE FINANCIAL, LLC

Overview

Timberchase Financial, LLC is an independent registered investment adviser that focuses on wealth management for individuals and families, with portfolio management services extending to small-business owners. The firm runs a fee model that combines percentage-of-assets and fixed-fee engagements and operates on a discretionary basis for the bulk of client relationships. Timberchase favors straightforward, liquid allocations—public mutual funds and pooled vehicles dominate its portfolio construction—while maintaining selective exposure to third‑party alternative managers in areas such as real estate, commodities and oil & gas to add diversification and return enhancement. The firm is not an active ESG investor and does not position itself as a capital allocator or pension consultant. Timberchase’s advisory work centers on financial planning and ongoing portfolio management rather than managing proprietary private funds. Given its asset mix and service set, the firm appears to combine model-driven or manager‑of‑managers solutions built largely from mutual funds and other pooled public strategies with tactical allocations to income-producing instruments when appropriate.

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Investments & Alternatives

Location & Offices