Commodities & Securities, Inc.

Overview

Commodities & Securities, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm targets individual and family clients and charges fees based on a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses. Outside of investment advice, the firm is active as a real estate broker and in other financial product sales. The firm does not describe itself as an active ESG investor, is not multi-state, and is not positioned as a pension consultant or capital allocator. Its scale and business mix suggest a boutique practice that combines securities portfolio management with direct involvement in real estate transactions.

Assets & Accounts

Public Holdings

Investments & Alternatives