INVESTORBLOC

Overview

Investorbloc is organized as a limited liability company with an individual owner and is classified in the source data as unclassified. The firm is identified as a capital allocator and lists a range of advisory activities that span financial planning, portfolio management for both individuals/small businesses and for businesses or institutions, selection of other advisers, pension consulting services, publication of periodicals or newsletters, and delivery of educational seminars and workshops. Its fee model is flexible and can include percentage-of-AUM charges as well as hourly, subscription, and fixed fees. The firm does not identify itself as an active ESG investor and is not flagged as a multistate adviser or a newly formed adviser in the record. The firm also indicates involvement in manager selection and publishing/education, which suggests a mix of direct client advisory work and content or thought-leadership activities rather than a single-product focus.

Investments & Alternatives