Continuum Financial, LLC

Overview

Continuum Financial, LLC is a small, client-focused advisory firm that manages concentrated assets for both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and provides discretionary and non-discretionary portfolio management across individual, small-business and institutional relationships. Advisory activity also includes pension consulting services, signaling experience with defined-plan and institutional allocation needs. Continuum Financial is not positioned as an ESG-focused manager and operates under an individual ownership structure. Investment activity centers on public funds and mutual-fund based solutions for core exposures, while supplementing those with direct allocations to alternative vehicles. The firm’s allocation approach appears pragmatic: use pooled public funds for broad equity and fixed-income exposure, maintain discretionary SMA capability, and access private placements, real estate and commodities to diversify return sources for clients requiring or eligible for alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices