DIRIGO PRIVATE WEALTH

Overview

Dirigo Private Wealth is a small, independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm combines financial planning, discretionary portfolio management and educational seminars, and charges a mix of percentage-of-AUM, fixed fees and other fee arrangements. Its portfolio approach emphasizes pooled public funds—primarily mutual funds—for core exposures, with a discretionary mandate over the bulk of client assets. The adviser does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant; instead it directs client capital to external managers and mutual fund vehicles rather than running proprietary fund complexes.

Assets & Accounts

Investments & Alternatives

Location & Offices