Fleur-De-Lis Financial

Overview

Fleur-De-Lis Financial is an independent, owner-operated registered investment advisor structured as an LLC that serves individual and family clients. The firm favors equity-centered portfolios and runs discretionary strategies across separately managed accounts, with a clear tilt toward exchange-traded securities. It describes itself as a capital allocator and acts not only as a portfolio manager but also as a selector of outside advisers when clients need access to specialist strategies. Advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and adviser selection. Fee arrangements are flexible: percentage-of-AUM, hourly engagements and fixed-fee projects are all part of the billing mix. Fleur-De-Lis positions ESG as an active consideration in its investment process, integrating environmental, social and governance factors into security selection and manager due diligence.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices