BONFANTI INVESTMENT SERVICES, LLC

Overview

Bonfanti Investment Services, LLC is a small, independent registered investment adviser owned by an individual and oriented toward both individual/family and smaller institutional clients. The firm runs fee-based relationships using a blend of percentage-of-AUM billing and hourly charges, and its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops. Bonfanti shows a clear preference for equities as the core exposure in client portfolios and does not identify as an active ESG investor. Operationally the firm maintains a single-custodian relationship with Charles Schwab & Co., Inc., which houses the firm’s assets. Its business mix and services — including pension consulting and seminars — indicate a hybrid practice that combines ongoing portfolio management for retail clients with project-based advisory work for businesses and plan sponsors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices