Ghost Strategies LLC

Overview

Ghost Strategies LLC is a small, independent registered investment adviser focused on financial planning and portfolio management for individuals, families and small businesses. The firm is owner-operated and uses a mix of fee arrangements—percentage of assets under management, hourly charges and fixed fees—depending on client needs. Investment activity shows a clear tilt toward publicly traded equities as the primary allocation, with advisory services delivered on a discretionary basis for the majority of assets. Ghost Strategies does not position itself as an ESG investor, is not a multi-state adviser and does not operate as a capital allocator; instead it relies on third-party managers for select alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices