Etch Financial

Overview

Etch Financial operates as a small, independent registered investment adviser focused on individualized planning and portfolio management for individuals, families and small institutions. The firm leans heavily on pooled public funds—primarily mutual funds—for core portfolio construction, and its advisory mandate includes financial planning, ongoing portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible: the firm charges a percentage of AUM and also offers hourly and fixed-fee engagements. Although Etch Financial does not act as a capital allocator or sponsor its own funds, it incorporates third-party managers where appropriate. The firm identifies as an active ESG investor, which suggests environmental, social and governance criteria are part of manager and product selection rather than a passive screen. Given its scale and client mix, the practice appears to emphasize scalable solutions (mutual funds and model portfolios) while retaining the capability to provide tailored planning and consulting work.

Assets & Accounts

Investments & Alternatives

Location & Offices