Connect Financial Advisors

Overview

Connect Financial Advisors is an independent registered investment adviser organized as a limited liability company that serves individuals, families and some institutional clients. The firm blends fee-based portfolio management and financial planning with insurance brokerage, charging a mix of percentage-of-AUM and fixed fees. Investment activity is equity-forward: exchange-traded equities make up the bulk of deployed capital, but the firm supplements that core exposure with mutual funds, corporate debt and a range of alternative allocations. Alternatives are an explicit part of the toolkit, used alongside traditional long-only positions to broaden return sources and manage risk. Manager and allocation emphasis centers on liquid, exchange-listed exposure for core portfolios, with third-party fund managers providing access to hedge funds, real estate strategies, commodities and oil & gas investments where appropriate. The firm does not position itself as an ESG-focused allocator. Portfolio management appears to be delivered on a discretionary basis for the majority of client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices