IVY & CO.

Overview

IVY & Co. operates as a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting, while also acting as an insurance broker. Its fee model blends percentage-of-AUM billing with fixed fees and commission-based arrangements. Investment activity shows a clear tilt toward liquid public equities supplemented by third-party alternative managers across a range of nontraditional exposures. IVY & Co. does not identify as an active ESG investor and is not positioned as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices