FRANK ELMER INVESTMENT STRATEGIES LLC

Overview

Frank Elmer Investment Strategies LLC is a small, equity-focused advisory boutique operated under the Frank Elmer name that provides portfolio management primarily for individual and family clients and small businesses. The firm manages client relationships on a fee basis tied to assets under management and concentrates its allocations in exchange-traded equities, using liquid, publicly traded instruments as the core of portfolio construction. Advisory activity centers on discretionary portfolio management rather than institutional consulting, and the firm does not identify as an active ESG investor. The firm’s posture is capital-preservation-aware but equity biased: the ADV indicates a clear preference for equities as the dominant asset sleeve, with portability and tradability emphasized by custodial activity at Charles Schwab & Co., Inc. While not a multi-state or pension-focused adviser, Frank Elmer Investment Strategies supplements its equity exposure with selected mutual funds and selective allocations to third-party alternative managers in hedge funds and real estate for diversification.

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Location & Offices