EMERALD INVESTMENTS, INC.

Overview

Emerald Investments, Inc. is a small, independent registered investment adviser that focuses on advising individual and family clients through financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm’s stated fee structure combines a percentage of assets under management with hourly and fixed-fee arrangements, reflecting flexibility for both ongoing portfolio relationships and project-based planning work. Emerald favors liquid equity exposure as the core of client portfolios and directs external alternative allocations to real estate and commodity strategies via third-party managers. The firm does not identify as an active ESG investor and operates under an owner-type classified as individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices