IT Matters Financial, LLC

Overview

IT Matters Financial, LLC is a small, owner-operated advisory firm organized as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges clients on an hourly or fixed-fee basis rather than on a percentage of assets, and it does not position itself as a separate capital allocator or pension consultant. Investment activity is conservative and concentrated: the firm places the bulk of client assets into public mutual funds and uses third-party managers for hedge fund exposure. IT Matters Financial is not an ESG-focused advisor and does not report being a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices