TRAC ASSET MANAGEMENT LLC

Overview

Trac Asset Management LLC is a privately held advisory firm that focuses its advisory business on individual and family clients, with additional work for small businesses and institutional/business accounts. The firm charges fees as a percentage of assets under management and delivers portfolio management and educational seminars/workshops. Investment activity centers on exchange-traded equities, with a clear preference for equity exposure; the firm’s documented asset mix shows equity instruments as the primary vehicle for client mandates. Trac uses both discretionary and non-discretionary arrangements, but most client assets are held in client-directed (non-discretionary) structures. The firm maintains an affiliation with an insurance company and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices