FINEC ASSET MANAGEMENT

Overview

Finec Asset Management is a small, owner-operated SEC-registered advisory firm that focuses on discretionary portfolio management for both individuals/families and institutional clients. The firm is organized as a limited liability company and became SEC-registered in 2025. Its service mix includes percentage-of-AUM billing alongside fixed fees and performance-based arrangements, which allows flexibility across client mandates. Investment activity shows a clear tilt toward fixed-income solutions, with investment-grade corporate bonds forming the largest single asset class exposure. Finec supplements core bond allocations with allocations to third-party alternative managers, suggesting a multi-asset approach that seeks income, capital preservation and portfolio diversification rather than concentrated equity beta. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser. Advisory services are centered on portfolio management for individuals and small businesses as well as for businesses or institutional clients. Capital allocator duties are not listed, implying that the firm generally relies on external managers or vehicles for many alternative investment exposures rather than running large in-house private funds.

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Investments & Alternatives

Location & Offices