80/20 Financial Services

Overview

80/20 Financial Services is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers with insurance brokerage services. It operates as a capital allocator — directing client capital into external managers and structured products when appropriate — and manages client relationships under a mix of fee arrangements: percentage of assets under management, hourly charges and fixed fees. Investment activity is concentrated and discretionary: the adviser reports that all reported assets are managed on a discretionary basis. The firm’s portfolio construction leans heavily toward pooled public funds and mutual funds as the primary vehicle for client allocations, supplemented by selective use of external managers and private placement opportunities. 80/20 Financial Services does not describe itself as an active ESG investor and is organized to serve a single‑state client base.

Assets & Accounts

Investments & Alternatives

Location & Offices