LATITUDE INVESTMENT GROUP

Overview

Latitude Investment Group is a small, client-focused advisory practice that concentrates on financial planning and portfolio management for individuals and small businesses. The firm provides ongoing advisory services and also helps clients select other advisers when needed. Its fee arrangements are flexible — charging a percentage of assets under management, hourly fees, and fixed fees — which aligns with serving households with modest investable assets. Filings indicate Latitude operates primarily on a non-discretionary basis, meaning client approval is typically required for trades and allocations. The firm does not identify as an active ESG investor and does not position itself as a multi-state or pension consultant advisor. Commercial relationships include affiliations with a broker-dealer and an insurance company, reflecting a practice that blends investment advice with insurance and product-distribution capabilities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices