CASH FLOW TECHNOLOGIES

Overview

Cash Flow Technologies operates as a small, individually owned advisory practice that provides portfolio management for individuals and small businesses. The firm bills clients via a combination of percentage-of-assets-under-management and hourly fees, and describes itself as an active ESG investor—indicating that environmental, social and governance factors are incorporated into its portfolio construction or manager selection. The firm is organized as a sole proprietorship and is not positioned as a multi-state adviser or pension consultant; its profile suggests a concentrated, local advisory business rather than a national RIA platform. Investment activity centers on core mutual-fund exposures supplemented by allocations to third-party alternative managers. Those alternatives are meaningful to the firm’s investment approach: they seek exposure to real estate, commodities and oil & gas through external managers rather than acting as a direct capital allocator. The practice appears set up to deliver customized portfolios for private individuals and small-business clients, balancing traditional liquid investments with alternative strategies intended to provide income, diversification and inflation-sensitive returns.

Assets & Accounts

Investments & Alternatives

Location & Offices