FENDZ ASSET MANAGEMENT, INC.

Overview

Fendz Asset Management, Inc. is an independent registered investment adviser that serves primarily individuals and families. The firm operates as a hybrid adviser and insurance broker, combining financial planning and portfolio management for individuals and small businesses with insurance distribution. Its advisory services include financial planning, discretionary and nondiscretionary portfolio management, pension consulting services, and selection of other advisers, indicating a consultative model that blends hands-on portfolio oversight with access to outside managers when needed. Investment activity shows a clear tilt toward publicly traded equities: exchange-traded equities are the largest asset class on the books and the firm expresses a preference for equity exposure. At the same time, Fendz acts as a capital allocator into third-party alternative managers, using private placements, real estate and REITs to complement its public-market strategies. The firm charges fees based on a percentage of assets under management and can use other fee arrangements as appropriate for client needs.

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Investments & Alternatives

Location & Offices