Investors Mosaic

Overview

Investors Mosaic is an independent, individual-owned registered investment advisor that focuses on financial planning and discretionary portfolio management for individuals and families, as well as small business clients. The firm leans heavily toward public equities as the core of client portfolios, while layering in third-party alternative funds and insurance products to add diversification and return streams. Its advisory model uses both percentage-of-AUM and fixed-fee arrangements, and the firm reports all assets under discretionary management, indicating portfolio decisions are executed on a discretionary basis for its clients. Investors Mosaic does not position itself as an ESG-focused manager and is not structured as a capital allocator. The adviser’s stated activity profile centers on customized portfolio management and planning rather than institutional or pension consulting. Because most client assets are managed on a discretionary basis, the firm appears to construct concentrated, actively managed equity exposures alongside access to private-market and hedge fund strategies through external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices