Bona Fide Finance

Overview

Bona Fide Finance is a small, independent Registered Investment Adviser that serves individual and family clients. The firm operates as a capital allocator, combining fee-based financial planning with discretionary portfolio management and the selection of outside advisers. Its service mix includes financial planning, portfolio management for individuals and small businesses, pension consulting support, and educational workshops — indicating a hybrid advisory model that blends ongoing investment management with project and hourly work. Investment activity is concentrated in pooled public funds rather than direct stock picking. The firm does not position itself as an ESG investor. Fee arrangements are flexible: percentage-of-AUM engagements coexist with hourly and fixed-fee arrangements, which allows it to work with clients on both ongoing wealth management and finite planning or consulting assignments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices