INVESTRY, LLC

Overview

Investry, LLC is a small, owner-operated independent registered investment adviser focused on individuals and families, with advisory services that emphasize financial planning and portfolio management for individuals and small businesses. The firm charges fees by percentage of assets under management as well as offering hourly and fixed-fee engagements, which supports both ongoing portfolio oversight and standalone planning work. Investment activity is centered on public funds and mutual funds, with an explicit orientation toward ESG considerations — the firm identifies as an active ESG investor and appears to incorporate those criteria into manager and fund selection. Investry does not present itself as a capital allocator to external alternative managers, and its client mix and asset profile suggest a boutique, hands-on approach to portfolio construction rather than large-scale institutional fund placement.

Assets & Accounts

Investments & Alternatives

Location & Offices