BOULEVARD

Overview

Boulevard is an independent registered investment adviser and capital allocator that serves both individuals/families and institutional clients. The firm is structured as a corporation with individual ownership and is listed as SEC-registered in 2026. Its advisory practice spans financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, pension consulting services, and investor education through publications and workshops. Boulevard also operates as an insurance broker and reports an affiliation with an insurance company. The firm uses multiple fee arrangements — percentage of AUM, hourly and fixed fees, commissions and other fee types — reflecting a hybrid revenue model that can accommodate planning engagements, discretionary portfolio management, and transactional business. Boulevard does not position itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices