Investology Inc.

Overview

Investology Inc. is an independent registered investment adviser organized as a corporation and SEC-registered in 2024. The firm is owned by an individual and manages assets for both private clients and institutional accounts. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, and it bills clients on a percentage-of-assets-under-management basis. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor. It does not list pension consulting or related-adviser activities among its services.

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Public Holdings

Investments & Alternatives

Location & Offices