CHOICE FINANCIAL & INSURANCE SERVICES, INC.

Overview

Choice Financial & Insurance Services, Inc. is an independent registered investment adviser and insurance broker focused on serving individual and family clients. The firm combines financial planning, portfolio management and insurance distribution, delivering fee models that include a percentage of AUM, hourly charges and fixed fees. Advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers and client education through seminars and workshops. The ADV indicates the firm acts as a capital allocator for clients and does not position itself as an ESG-focused or multi-state advisory firm. Investment activity centers on public mutual funds as the primary building block for client portfolios, supplemented by third‑party manager allocations for alternative exposure in real estate. The firm manages discretionary mandates for the bulk of its relationships and appears to favor outsourced fund managers and pooled vehicles rather than heavy direct-stock trading in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices