IVY & Co

Overview

IVY & Co. is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and combines fee-based portfolio management with financial planning and ancillary insurance brokerage services. Its advisory services reportedly include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation is a mix of percentage-of-AUM fees, fixed fees, and commissions. The firm does not list ESG investing as an area of emphasis and is not identified as a multi-state adviser. With a small asset base and a single-office structure, IVY & Co. appears positioned as a boutique, relationship-driven practice rather than a large-scale capital allocator.

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Location & Offices