Latitude Investment Group

Overview

Latitude Investment Group is an LLC that serves individual and family clients, operating primarily as an advisory and capital-allocation boutique. The firm offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include asset-based fees, hourly charges and fixed fees. The record classifies the firm as a capital allocator and notes affiliations with a broker-dealer and an insurance company. Latitude is not identified as an active ESG investor and reports its advisory activity across a single state. The firm’s filings indicate it functions largely as an adviser that places client assets into external products and third-party managers rather than running a large internal asset base. The firm is organized under individual ownership and is not flagged as a newly formed adviser or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices