DISCRETIONARY INC.

Overview

Discretionary Inc. is an independent registered investment adviser that focuses on serving individual and family clients, with an owner-operated structure. The firm’s advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible: the firm charges a percentage of assets under management, and it also offers hourly and fixed-fee engagements for planning or project work. Discretionary Inc. does not present itself as a capital allocator or multi-state adviser and is not identified as an active ESG investor. Investment activity is concentrated toward equities, with a clear preference for exchange-traded instruments. The firm appears to manage client portfolios on a discretionary basis, directing allocations across liquid public markets while also retaining access to other instruments (mutual funds and corporate debt) and selective external alternative managers for private equity exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices