DES MOINES INVESTMENTS, LLC

Overview

DES Moines Investments, LLC is a fee-based advisory firm that combines portfolio management for individual and family clients with insurance brokerage services. The adviser is SEC-registered (since 2022) and owned by an individual. Its advisory mandate is primarily discretionary portfolio management for individuals, small businesses and other business or institutional clients. The firm reports a clear equity preference, deploying public market exchange-traded equities as the central building block of client portfolios while using its insurance-broker capabilities to layer in risk-transfer and planning solutions where appropriate. DES Moines Investments, LLC is not positioned as an ESG-focused manager, is not a capital allocator, and does not present itself as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices