Investment DepT.

Overview

Investment DepT. is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management. According to the firm data, it does not present itself as an active ESG investor, does not operate as a multi‑state adviser, and does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives