BAIS ENTERPRISE

Overview

Bais Enterprise is a small, individually owned investment advisory operating as a limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and also bills hourly for advisory work. According to filings, it does not position itself as a multi-state or pension consultant adviser and does not identify as an ESG-focused manager. Investment activity centers on discretionary portfolio management and financial planning. The manager shows a preference toward fixed-income strategies alongside meaningful exposure to exchange-traded equities. The firm reports using third-party external managers for alternatives, allocating to hedge funds, real estate, and managed futures in addition to traditional mutual funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices