FO INVESTMENTS, LLC

Overview

FO Investments, LLC is a small, discretionary advisor focused on portfolio management for individual and family clients and small businesses. The firm tilts toward equities, with almost half of managed assets held in non-exchange-traded equity positions, and runs client mandates on a discretionary basis. Its business model blends percentage-of-AUM and fixed-fee billing, and it identifies as neither a multi-state nor an ESG-focused adviser. The firm also has industry ties that include acting as a sponsor, general partner and managing member of pooled investment vehicles and maintains a relationship with a law firm for industry activities. Client coverage is concentrated: the adviser manages a limited number of relationships and constructs portfolios that rely heavily on direct equity exposures and selected third-party funds. Given the firm’s size and structure, portfolio construction appears boutique and customized rather than a scaled-model approach.

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Investments & Alternatives

Location & Offices