AUTOPILOT

Overview

Autopilot operates as a capital-allocating wealth manager focused on individuals and families, running a fee mix of percentage-of-AUM and fixed fees. The firm’s advisory scope centers on portfolio management for individuals and small businesses and on selecting third‑party advisers for client allocations. The firm does not identify itself as an active ESG investor. Investment activity shows a clear equity tilt: the firm’s assets are concentrated in exchange‑traded equities and separately managed account strategies built around those instruments. As a capital allocator, Autopilot places client capital with external managers where appropriate, particularly for alternative exposures. The firm’s model favors scalable, liquid equity strategies delivered through ETFs and separately managed accounts, supplemented by allocations to specialized external managers for alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices