CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT

Overview

Constitution Investment Advisory And Portfolio Management is an independent, SEC-registered RIA formed as a limited liability company and operating with an individual ownership structure. The firm focuses on fee-based discretionary portfolio management and financial planning for individuals, families and small businesses, and it also offers portfolio management services for business or institutional clients. Its advisory model is equity-centered, using direct stock selection together with exchange-traded products as the primary building blocks for client portfolios. The firm reports a preference for percentage-of-AUM fee arrangements and does not position itself as an active ESG investor. While its ADV classifies it as not a multi-state adviser, the firm maintains a presence across multiple offices in different states. Advisory services emphasize traditional wealth-management tasks — planning, customized portfolios and account-level discretionary management — rather than acting as a capital allocator to external managers at scale.

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Location & Offices