CES Investment Strategies

Overview

CES Investment Strategies is an independent, owner-operated registered investment adviser structured as an LLC. The firm focuses on serving individual and family clients, delivering financial planning and portfolio management for individuals and small businesses, along with pension consulting services. Its billing combines a percentage-of-AUM fee schedule with the ability to charge hourly fees for certain engagements. CES positions itself as a small, relationship-oriented advisory practice rather than a capital allocator or multi-state advisory platform. The firm does not present itself as an ESG-focused manager. Custody and operational details indicate a straightforward advisor model that leans on third-party products rather than operating proprietary pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives