Finnestad Financial

Overview

Finnestad Financial is a small, sole-proprietor advisory practice that provides discretionary portfolio management for individual and family clients and small businesses. The firm favors equity-led allocations, with a clear preference for exchange-traded equities as the primary vehicle for client exposure. Investment activity centers on managing concentrated, client-level portfolios rather than operating as a capital allocator or large multi-state adviser. The firm charges fees based on a percentage of assets under management and runs discretionary accounts, allowing it to make tactical and strategic equity decisions on behalf of clients. Finnestad Financial supplements core equity exposure with mutual funds, corporate debt and annuities for income and diversification, and uses third‑party hedge funds as its primary alternative allocation to access non‑correlated strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices