Journey Capital Advisers, LLC

Overview

Journey Capital Advisers, LLC is a small, fee-based registered investment adviser that focuses on discretionary portfolio management for individuals, families and small businesses, as well as business or institutional clients. The firm’s stated preference is equities: public markets drive the bulk of portfolio construction, with a clear tilt toward exchange-traded instruments. Investment activity centers on liquid, publicly traded securities for core exposure, while selected allocations to external alternative managers supplement return and diversification objectives. The adviser charges a percentage-of-AUM fee and operates as a single-owner limited liability company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices