FIRMO INVESTMENT CONSULTING SERVICES

Overview

Firmo Investment Consulting Services is a small, independent RIA operating as a sole proprietorship that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees and hourly fees and also provides selection-of-other-advisers services, positioning itself as a capital allocator when clients need third-party managers. Its investment activity centers on public funds and mutual funds as the primary building blocks of client portfolios, with selective allocation to external real estate managers as an alternative sleeve. The firm does not present itself as an active ESG investor and lists an insurance company affiliation as part of its industry ties. Investment preferences lean toward broadly diversified, liquid public vehicles supplemented by targeted alternative exposure in real estate. Given the modest scale, the firm appears to favor outsourced managers and pooled products for exposure rather than extensive direct stock selection or bespoke private placement programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices