FINANCIAL DECISIONS, LLC

Overview

Financial Decisions, LLC is an independent registered investment adviser that has acted as a capital allocator and manager for both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutions, and also performs selection of other advisers—indicating a model that blends in-house portfolio construction with placement of client capital into externally managed strategies. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm reports active consideration of ESG factors in its investment process. Investment activity shows a clear preference for publicly listed pooled vehicles: mutual funds and other public funds represent the single largest slice of managed assets. At the same time Financial Decisions, LLC identifies itself as a capital allocator and lists the use of third-party external alternative managers, which suggests the firm supplements core public fund exposures with externally managed alternative strategies and specialist sub-advisers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices