INVESTORS' CHOICE ADVISORY SERVICES, LLC

Overview

Investors' Choice Advisory Services, LLC is a small, independent registered investment adviser that provides financial planning and discretionary portfolio management to individual and family clients, as well as small-business owners. The firm operates under an owner-managed structure and also lists accounting as a core business activity, which suggests financial planning is delivered with an in-house tax and reporting perspective. Fee arrangements are a blend of percentage-of-AUM billing and hourly charges, supporting both ongoing advisory relationships and project-based planning work. Investment activity is concentrated in publicly available pooled vehicles rather than proprietary funds or in-house capital allocation. The firm does not position itself as a capital allocator, is not an active ESG investor, and does not provide pension consulting. Client relationships are client-focused and relatively small in scale, with a hands-on approach to portfolio construction using off-the-shelf funds and tailored planning engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices