Investors Choice

Overview

Investors Choice operates as a sole-proprietorship independent registered investment adviser serving individual and family clients. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. Its structure—small, owner-operated and not a multi-state adviser—suggests a hands-on, relationship-driven approach rather than a product-driven or institutional model. Investment activity centers on pooled public funds and mutual funds rather than direct holdings in individual equities or a broad menu of alternative managers. The firm does not identify as an active ESG investor and is not positioned as a pension consultant or capital allocator. An insurance company affiliation is noted, which aligns with the firm’s use of annuities as part of its client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices