Fern Capital Inc.

Overview

Fern Capital Inc. is an independent, privately owned registered investment adviser operating as a corporation and focused on individual and family clients. The firm provides portfolio management services for individuals and small businesses and charges clients by a percentage of assets under management and, in some cases, hourly fees. Fern Capital does not present itself as a capital allocator or pension consultant and is not identified as an active ESG investor. Its business model centers on discretionary portfolio management rather than running proprietary funds or acting as a multi-state advisory network.

Assets & Accounts

Public Holdings

Investments & Alternatives