Viable

Overview

Viable is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm serves both individual and institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Viable operates with a mixed fee model—charging a percentage of assets under management and offering fixed-fee engagements—and also conducts broker-dealer and insurance brokerage activities, which allows it to combine advisory solutions with brokerage and insurance product distribution. Investment activity centers on equity strategies. The firm shows a clear preference for exchange-traded equities as the primary sleeve for client portfolios, while using mutual funds and annuities where appropriate to meet specific planning or product needs. Viable is not an active ESG investor and does not position itself as a capital allocator; instead it deploys third‑party managers and market-traded instruments to implement client strategies.

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