GINSBERG FINANCIAL STRATEGIES

Overview

Ginsberg Financial Strategies is an independent registered investment adviser that serves individual and family clients with a mix of planning and portfolio services. The firm operates as a capital allocator and emphasizes equity-oriented portfolios delivered primarily on a non‑discretionary basis. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of outside advisers. Fee arrangements are flexible: the firm charges percentage of AUM, hourly fees and fixed fees depending on the engagement. Investment posture is tilted toward liquid, exchange‑traded instruments for core exposure, while using third‑party managers where specialized alternative exposure is needed. The firm does not self‑classify as an active ESG investor and is not set up as a multi‑state adviser. Ginsberg Financial Strategies also lists an affiliation with an insurance company, which can influence how it integrates insurance-based solutions into client plans.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices