Emmaus Investor Services Corp.

Overview

Emmaus Investor Services Corp. is a small, individual- and family-focused advisory firm that centers its client work on discretionary portfolio management for individuals and small businesses. The firm charges both percentage-of-AUM and fixed fees and appears to favor liquid, equity-centered portfolios: exchange-traded equities are the dominant holding class in its reported assets. Emmaus does not identify as an active ESG investor and operates as a single-office adviser serving a compact client base. Investment activity is concentrated and hands-on—nearly all reported assets are managed on a discretionary basis—so the firm makes portfolio decisions for clients rather than acting primarily as a referral or passive consultant. Where it deviates from plain equity exposure, it uses third‑party vehicles to add diversification through hedge fund strategies and mutual funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices