DIRECTIONAL FINANCIAL SERVICES

Overview

Directional Financial Services is a small, independent registered investment adviser focused on financial planning and portfolio management for individuals and small businesses. The firm runs a fee model that mixes percentage-of-assets, hourly charges and fixed fees, and it serves a client base described as individual and family investors. Directional Financial Services concentrates on equity-oriented portfolios—exchange-traded equities are the dominant exposure—and supplements those exposures with mutual funds and selected alternative allocations through third-party managers. The firm reports no active ESG stance and does not act as a capital allocator or pension consultant. It maintains industry ties with other investment advisers as well as with a law firm, an insurance company and a real estate broker.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices