Confide

Overview

Confide is a small, independent registered investment adviser focused on serving individuals and families with fee-based financial planning and portfolio management. The firm runs a concentrated, discretionary practice that favors pooled public vehicles—primarily mutual funds—for core exposure, while maintaining flexibility to engage in hourly or fixed-fee planning work. Advisory services include ongoing investment management for individuals and small businesses, pension consulting support, and educational seminars or workshops aimed at client education. Investment activity centers on traditional, liquid strategies rather than bespoke alternative strategies run in-house. That said, Confide does allocate to real estate through third-party managers as part of its alternatives exposure. The firm positions mutual funds as the primary building blocks for diversified portfolios and uses outside fund managers when allocating to non-public real estate opportunities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices