INVESTMENTS BY DESIGN, INC

Overview

Investments By Design, Inc. is an independent registered investment adviser serving individuals, families and institutional clients with a focus on financial planning and portfolio management for individuals and small businesses. The firm’s reporting shows a clear tilt toward fixed-income strategies: sovereign bonds represent the single largest asset class in its portfolios. Fee arrangements are flexible, spanning percentage-of-AUM, hourly charges and fixed fees, and the firm operates under individual ownership rather than as a capital allocator or multi-state advisory platform. Investment activity appears designed to deliver conservative, income-oriented outcomes while supplementing core holdings with externally managed alternatives and retail products where appropriate. The firm is not positioned as an active ESG investor and does not identify as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices