ADVIPARTNER, LLC

Overview

Advipartner, LLC is a small, fee-based registered investment adviser that focuses on discretionary portfolio management for individuals and small businesses. The firm charges a percentage-of-assets fee and concentrates client allocations in pooled public funds rather than extensive direct-stock strategies. Advipartner is not positioned as a capital allocator to third-party alternative managers, it does not present as an active ESG investor, and it does not operate as a multi-state or pension consultant adviser. Investment activity shows a clear bias toward mutual funds and other public fund vehicles, reflecting a model built around scalable, easily tradable exposures and model-driven portfolio constructions for retail and family clients.

Assets & Accounts

Investments & Alternatives

Location & Offices