GO INVEST LLC

Overview

GO Invest LLC is a fee-based investment adviser organized as a limited liability company and SEC-registered since 2018. The firm provides discretionary portfolio management for individual and small business clients and lists pension consulting among its advisory services. Its business model centers on managing client portfolios on a percentage-of-assets basis, with a clear tilt toward pooled public funds and mutual funds as the principal vehicle for client exposure. The firm does not identify as an active ESG investor and is not a registered multi-state adviser. Discretionary management is the dominant activity: nearly all reported assets are managed on a discretionary basis, and the firm also supports institutional-type relationships alongside individual and family clients. GO Invest uses third-party external managers for select alternative allocations and retains custodial relationships that support separately managed account (SMA) and mutual fund structures.

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Investments & Alternatives

Location & Offices