IN TOUCH FINANCIAL SERVICES

Overview

In Touch Financial Services is an independent registered investment adviser that serves individual, family and select institutional clients. The firm blends financial planning and portfolio management for individuals and small businesses with complementary activities as a real estate broker and insurance broker. That mix suggests advisers at the firm combine investment advice with transactional product placement—real estate and insurance—alongside fee-based planning. Investment allocation appears to favor liquid equity exposure. The firm reports a clear preference for exchange-traded equities and ETFs as the dominant asset class, while also maintaining access to real estate strategies and insurance products such as annuities. Fee arrangements are flexible: percentage-of-AUM billing sits alongside hourly and fixed-fee options, and the firm provides both discretionary and predominantly non-discretionary relationships, indicating a heavy emphasis on advisor-guided or client-directed solutions rather than wide-scale discretionary model implementation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices