Donner's Financial Services Inc.

Overview

Donner's Financial Services Inc. is a small, independent registered investment adviser operating as a corporation and owned by an individual. The firm serves individual and family clients and provides a mix of financial planning, portfolio management for individuals and small businesses, and adviser selection services. It also acts as an insurance broker, which shapes how it integrates annuity and insurance-based solutions into client plans. Investment activity is concentrated in pooled public vehicles rather than direct stock picking. The firm functions as a capital allocator — directing client capital into third-party managers and funds, with a particular allocation interest toward real estate-related strategies. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed fees, reflecting a boutique advisory model that combines ongoing portfolio management with project-based planning work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices