EMPIRIC ADVISORS, INC.

Overview

Empiric Advisors, Inc. is a small, SEC-registered investment advisory firm that focuses on fee-based portfolio management for individuals, small businesses and investment companies. The firm’s investment approach is equity-centric: discretionary management and separately managed account strategies emphasize exchange-traded securities. Empiric operates under a percentage-of-AUM fee model and does not position itself as an ESG-focused manager. Its client base mixes high-net-worth individuals and families with institutional mandates, and the advisory scope includes both individual portfolios and pooled investment company management. Empiric appears to favor liquid, tradable instruments and custom-managed accounts over broad alternative allocations. The firm also maintains broker-dealer and investment adviser industry ties, which can support trading execution and custody relationships used to implement its equity-led strategies.

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Location & Offices