IRIS ADVISORS

Overview

Iris Advisors is organized as a limited liability company and is owned by an individual. The firm serves both individual-and-family clients and institutional clients, charging advisory fees as a percentage of assets under management. Its stated advisory activities center on portfolio management for individuals and small businesses as well as for businesses or institutions. The firm is not positioned as an ESG-focused investor, does not identify as a multi-state adviser, and is not described as a capital allocator, related adviser, or pension consultant. The firm’s stated investment preference is toward fixed-income exposure.

Assets & Accounts

Investments & Alternatives