Finco Investment Services, Inc.

Overview

Finco Investment Services, Inc. is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm operates under an individual-owner structure and charges clients on a percentage-of-AUM basis and for some engagements on an hourly basis. It does not position itself as a capital allocator; instead it builds client portfolios largely from pooled public funds and selectively supplements those holdings with alternative and private vehicles. Finco is not an active ESG investor and is not registered as a multi-state adviser. Investment activity centers on using mutual funds and other public pooled vehicles as the primary building blocks of client portfolios, with supplemental allocations to alternatives (hedge funds, private placements, and real estate) and insurance products where appropriate. Advisory services emphasize personalized planning and ongoing portfolio oversight for a concentrated client base, with discretion applied across the firm’s managed assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices