Four Seasons Investment Management, Inc.

Overview

Four Seasons Investment Management, Inc. is a small, fee-based advisory firm that focuses on discretionary portfolio management for individual and family clients, including small businesses. The firm charges a percentage of assets under management and shows a clear preference for liquid equity exposures: its filings identify exchange-traded equities as the dominant asset class. Four Seasons does not position itself as an ESG-focused advisor, multi-state adviser, pension consultant, or capital allocator; its activity is concentrated on providing actively managed equity-oriented portfolios for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices