ECLECTIC ASSOCIATES, INC.

Overview

Eclectic Associates, Inc. is an independent registered investment adviser that serves both individual and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses, and institutions, and bills clients via a mix of percentage-of-AUM, hourly, and fixed fees. Investment activity centers on public funds and ETFs as core building blocks, with third‑party alternative managers used to add return streams and diversification. Eclectic is not positioned as a direct capital allocator; instead it sources alternatives through external fund managers and traditional pooled vehicles. The firm does not identify as an active ESG investor. Portfolio construction emphasizes liquid, fund-based exposure complemented by targeted allocations to less liquid strategies. Public mutual funds and ETFs function as the principal vehicles for core equity and fixed-income exposure, while alternatives are layered in to address income, diversification and inflation‑sensitivity for suitable clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices