Classic Financial & Investment Services, Inc.

Overview

Classic Financial & Investment Services, Inc. is a small, owner-operated advisory firm that provides discretionary portfolio management primarily for individuals and small businesses. The firm follows an equity-first allocation approach, leaning heavily on exchange-traded equities and ETF exposures as the core of client portfolios. Fee billing is percentage-of-AUM, and the adviser operates as a single-state, non-ESG-driven practice focused on customized, account-level management rather than broad capital allocation to external alternative managers. The firm’s discretionary mandate and use of separately managed account structures suggest preference for tax-aware, tailored equity solutions — combining direct-listed equities and ETF sleeves to achieve client objectives. Mutual funds are used as supplemental vehicles where appropriate, but the primary emphasis is on liquid, tradable public market securities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices