EDVESTMENT SOLUTIONS L.L.C.

Overview

Edvestment Solutions L.L.C. is a small, owner-operated advisory firm focused on portfolio management for individuals and small businesses. The firm charges clients a percentage-of-AUM fee and appears to favor straightforward equity-centric allocations. Its client base is described as individual and family investors, and the advisory offering is oriented toward direct portfolio management rather than institutional consulting or multi-state distribution. Investment preferences skew strongly toward publicly traded equities. The firm lists exchange-traded equities as its dominant asset type and shows a clear preference for equity exposure when building client portfolios. Edvestment Solutions does not identify itself as an active ESG investor and is not organized as a multi-state adviser, which suggests a more local or regional operating footprint and a traditional, buy-and-manage approach to client mandates.

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Location & Offices