Emerson Partners

Overview

Emerson Partners is a privately held limited liability company that provides fee-based portfolio management for individuals and small businesses. The firm charges a percentage-of-assets fee and primarily serves individual and family clients rather than institutional investors. Its advisory work focuses on discretionary portfolio management, with a clear tilt toward fixed-income allocations and a notable use of external alternative managers. Emerson Partners does not describe itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives