Finser Investment Advisor

Overview

Finser Investment Advisor is an SEC-registered corporate RIA that focuses on institutional portfolio management. The firm has been registered since 2007 and is owned by a mix of a domestic entity and an individual. Its reported business activities include acting as a registered representative of a broker‑dealer, while its advisory mandate centers on managing portfolios for businesses and institutional clients. Fee arrangements combine asset-based fees and fixed fees. Finser does not identify as an active ESG investor, is not a pension consultant, and does not list related advisers or capital-allocation services.

Assets & Accounts

Investments & Alternatives