INGEN STRATEGIES, LLC

Overview

Ingen Strategies, LLC is an independent, owner-operated registered investment adviser formed in 2021 that serves individual, family and small institutional clients. The firm operates as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, pension consulting and manager-selection services. Its fee schedule is flexible—percentage of assets under management, hourly engagements and fixed-fee arrangements are all used depending on the mandate. On the investment side, Ingen Strategies shows a clear preference for public equities as the primary return engine while also allocating to private-market and other alternative strategies through third‑party managers. The firm does not position itself primarily as an ESG specialist and its adviser registration indicates a focused, boutique practice rather than a multi‑state platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices