EXECUTIVE MONEY MANAGERS, INC.

Overview

Executive Money Managers, Inc. is a privately owned corporate RIA that manages discretionary equity-focused portfolios for individuals, families and small institutions. The firm leans heavily into exchange-traded equities and separately managed accounts to deliver customized equity exposure, pairing percentage-of-AUM billing with hourly advisory fees for planning or project work. Advisory services include portfolio management for individuals and small businesses as well as for business or institutional clients. The firm does not market itself as an active ESG investor and is not structured as a multi-state or capital-allocating adviser; instead it sources outside managers for alternative allocations and relies on custodial infrastructure through Charles Schwab & Co., Inc. Executive Money Managers, Inc. maintains an accounting affiliation that supports tax and reporting integration with portfolio management. The ownership is individual, and the firm’s posture is that of a hands-on manager using liquid, exchange-traded instruments as the core building blocks of client portfolios while partnering with third-party managers for non-public strategies.

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Public Holdings

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Location & Offices