FARMAND INVESTMENT SERVICES, INC.

Overview

Farmand Investment Services, Inc. is a small, independent registered investment adviser that works primarily with individual and family clients. The firm combines accounting expertise with advisory services, positioning financial planning and portfolio management alongside educational outreach such as newsletters and workshops. Its advisory model leans toward fee-based relationships (percentage of AUM plus other fee arrangements) and emphasizes direct portfolio oversight: the entirety of reported assets is discretionary. Investment preference at the firm skews toward publicly traded equities, with a clear tilt for exchange-traded instruments. That emphasis suggests managers favor liquid, tradable securities that support tax-aware trading and easier rebalancing for concentrated, high-net-worth clients. The firm is not an active ESG investor, and it does not advertise pension consulting or multi-state adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices