Certitude Advisors, LLC

Overview

Certitude Advisors, LLC is a small, privately owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and serves a client base described as individual and family investors. It is not positioned as an institutional allocator or pension consultant, does not identify as an ESG investor, and is not a multi-state or newly formed adviser. Advisory activity centers on discretionary portfolio management rather than large-scale capital allocation or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives