BOSSERT CAPITAL LLC

Overview

Bossert Capital LLC is a small, equity-focused advisory firm that manages portfolios for individuals and families and provides portfolio management for small businesses. The firm favors exchange-traded equities as its primary allocation vehicle, running portfolios that emphasize liquid, publicly traded instruments rather than broad shifts into private or illiquid strategies. Its client base is concentrated and fee arrangements include both a percentage of assets under management and performance-based fees, which suggests a willingness to run actively managed or outcome-driven mandates for select clients. Advisory activity centers on direct portfolio management rather than large-scale institutional consulting. The firm does not identify as an active ESG investor and is not presented as a multi-state or pension consultant adviser. Custody and execution arrangements that emphasize low-cost, direct market access appear important to the firm’s operating model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices