Aware Investing, Inc

Overview

Aware Investing, Inc. operates as a small, independent registered investment adviser focused on individual and family clients. The firm runs a fee schedule that combines a percentage of assets under management with hourly and fixed-fee engagements, and it also acts as an insurance broker. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses, supplemented by manager selection, educational workshops, and periodic publications. The firm is a capital allocator in that it places client capital with third‑party managers when appropriate, but it does not identify as an ESG-focused investor. Investment activity is weighted toward publicly traded equities and exchange‑traded funds, and the firm shows a preference for direct, exchange‑traded exposure rather than broad private capital commitments. Aware Investing, Inc. appears to operate primarily in a non‑discretionary advisory capacity, keeping clients in control of trade decisions while providing planning, manager selection, and insurance solutions.

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Location & Offices