Investment Strategies, LLC

Overview

Investment Strategies, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and combines portfolio management for individuals and small businesses with pension consulting and the selection of third‑party advisers. It operates as a capital allocator—sourcing and placing client capital with external managers when appropriate—and charges fees based on a percentage of assets under management alongside other fee arrangements. The adviser reports an affiliation with an insurance company and does not identify as an active ESG investor or a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices