INVESTMENT CONSULTING SERVICES, LLC

Overview

Investment Consulting Services, LLC is a small, privately owned advisory firm organized as a limited liability company and registered with the SEC since 2002. The firm serves both individual and family clients as well as institutional clients, positioning itself as a hybrid advisory practice that combines portfolio management for individuals and small businesses with pension consulting services. Its fee model blends percentage-of-AUM charges with fixed-fee arrangements, reflecting work that spans ongoing wealth management and project-based pension engagement. Investment activity centers on outsourced manager selection and model portfolio construction rather than in-house proprietary product push. The firm is not identified as an active ESG investor and does not present itself as a capital allocator; instead it relies on third-party managers and pooled vehicles to implement client strategies. As a registered adviser with an individual owner, the practice retains a boutique footprint and a consultative posture, particularly for pension plan work where liability and cash-flow considerations shape recommendations.

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