Investment Strategies, LLC

Overview

Investment Strategies, LLC is an independent, owner-operated limited liability advisory firm that serves individual and family clients. The firm functions as a capital allocator and provides fee-based advice (percentage of AUM plus other fees) with a service mix focused on portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. It reports an affiliation with an insurance company and does not identify as an active ESG investor. The firm’s structure and advisory scope indicate a lean practice that outsources or selects external managers for segments of client portfolios rather than building large in-house asset management platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices