DUET ADVISORY SERVICES LLC

Overview

Duet Advisory Services LLC is an independent registered investment adviser that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers, operating under a mix of fee models that includes percentage-of-AUM, hourly charges and fixed fees. Duet does not position itself as an ESG-focused manager. Investment activity centers on pooled public funds and mutual funds as the dominant building blocks of client portfolios, while the firm also sources third-party alternative managers when clients require non-traditional exposures. As an adviser that supports selection of other advisers, Duet will use external managers and strategies to complement its core public-fund allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices