Informed Investors Group

Overview

Informed Investors Group is a small, single-owner advisory practice focused on discretionary portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM advisory fee and concentrates its client work on high-net-worth individuals and family relationships rather than institutional pension or consulting mandates. Investment activity shows a clear preference for liquid public equities as the core of client portfolios, supplemented selectively with private-placement alternative allocations through third-party managers. The adviser does not position itself as an ESG-focused manager and operates from a compact, single-office structure rather than a multi-state platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices