ISAACS & ASSOCIATES, LLC

Overview

Isaacs & Associates, LLC is an independent registered investment adviser organized as a limited liability company and owned individually. The firm focuses on advising individuals and families, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Fee arrangements are a mix of percentage of assets under management and fixed fees, and the firm identifies itself as a capital allocator — that is, it constructs client portfolios using both in‑house strategies and selected external managers. Investment activity tilts toward public investment vehicles, with a clear preference for mutual funds and pooled public funds. The firm does not market itself as an active ESG investor, and its advisory footprint is concentrated rather than multi‑state. It also maintains an affiliation with an insurance company, which can inform client solutions where insurance products or integration with insurance-based planning are appropriate.

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Location & Offices