INVESTOLOGY INC.

Overview

Investology Inc. is an independent registered investment adviser that provides financial planning and portfolio management primarily to individuals, families and small-business clients, while also serving institutional relationships. The firm is owner-operated and is SEC-registered as of 2024. Its business model centers on fee-based relationships charged as a percentage of assets under management. Investology focuses on equity-centric portfolios, favoring exchange-traded instruments for liquid, cost-efficient exposures rather than thematic ESG mandates; the firm does not identify as an active ESG investor. The firm also lists an accountant among its industry affiliations, suggesting coordination with clients’ tax and accounting advisors as part of its planning work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices