Financial Consulting Services

Overview

Financial Consulting Services operates as a single-advisor independent RIA structured as a sole proprietorship. The firm focuses on financial planning and portfolio management for individuals and small businesses, delivering advisory services under a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Investment activity is clearly equity-oriented: the adviser runs fully discretionary mandates, allocating the vast majority of client capital to exchange-traded equities and ETFs. Where non-equity exposure is used, the firm supplements portfolios with corporate debt for income/credit exposure and accesses third-party alternative managers — specifically hedge funds and managed futures — for uncorrelated return potential and downside management. The firm’s manager allocation interest centers on liquid, tradable instruments that fit within separately managed accounts and brokerage custody platforms, rather than direct private equity or real assets. That positioning suggests a preference for transparency, intraday liquidity and lower operational complexity for clients that are primarily individuals and families.

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Public Holdings

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Location & Offices