AdvisoR.Investments

Overview

AdvisoR.Investments is an independent, owner-operated RIA organized as an LLC and registered with the SEC since 2006. The firm focuses on individual and family clients and provides discretionary portfolio management for individuals and small businesses. Its advisory offering is supplemented by educational outreach and content—publication of periodicals or newsletters and seminars or workshops—and the firm also operates as an insurance broker. Fee arrangements are mixed: clients can be billed via percentage of assets under management, commissions, performance-based fees and other fee structures. AdvisoR.Investments does not position itself as an ESG investor and is not characterized as a multi-state or pension consultant adviser. The firm is not a capital allocator in the institutional sense. AdvisoR.Investments lists sponsorship and governance roles among its industry affiliations, indicating the firm serves as a sponsor, general partner or managing member for pooled investment vehicles it organizes.

Assets & Accounts

Public Holdings

Investments & Alternatives