FLAGSTONE FINANCIAL ADVISORS, INC.

Overview

Flagstone Financial Advisors, Inc. is an independent, individually owned registered investment adviser that serves both individual/family and institutional clients. The firm’s advisory offerings center on financial planning and discretionary portfolio management for individuals, small businesses and institutions, and it also produces periodicals or newsletters for clients. Fee arrangements are flexible: Flagstone charges a percentage of assets under management and also uses hourly and fixed fees for certain planning and consulting work. Investment activity is concentrated in pooled public vehicles. The firm’s approach favors public funds and mutual funds as the primary building blocks for client portfolios, and it uses separate account structures where appropriate. Flagstone does not identify itself as an active ESG investor and is not positioned as a capital allocator to direct private managers; instead, the emphasis is on professionally managed public funds and account-level portfolio construction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices