AMPERSAND INVESTMENT ADVISORS

Overview

Ampersand Investment Advisors is an individually owned advisory firm that functions as a capital allocator and outsources portions of its investment program to third-party managers. The firm’s regulatory classification is recorded as “other/unclassified” in the source data. Service offerings include financial planning and portfolio management for individuals, small businesses, and institutional or business clients; the firm also provides pension consulting and conducts selection of other advisers on behalf of clients. Compensation models are flexible: Ampersand uses percentage-of-assets fees alongside hourly and fixed-fee arrangements. The firm is not identified as an active ESG investor and is listed as operating within a single state.

Assets & Accounts

Investments & Alternatives

Location & Offices