Investream

Overview

Investream is a small, owner-operated independent RIA organized as a limited liability company that focuses on financial planning and portfolio management for individual and family clients. The firm charges a mix of percentage-of-AUM and fixed fees and operates with a non-discretionary mandate across its client relationships, meaning the adviser provides recommendations but executes trades only with client approval. Investment positioning is equity‑oriented: the firm’s filings show a clear preference for exchange‑traded equities as the dominant allocation. Investream does not identify as an active ESG investor and is not structured as a capital allocator; instead it appears to implement client portfolios directly using mutual funds, ETFs and selected third‑party real estate vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices