Lybis Investing

Overview

Lybis Investing is a small, independent registered investment adviser operating as a limited liability company and focused on individuals and families. The firm emphasizes discretionary portfolio management combined with financial planning and educational programming for clients and small businesses. Its stated fee flexibility (percentage of AUM, hourly and fixed-fee options) and the offering of workshops point to a client-facing advisory model that blends ongoing portfolio oversight with project-based planning work. Investment positioning is equity‑tilted and active on ESG: the firm identifies as an active ESG investor and shows a clear preference for exchange‑traded equities as the dominant allocation. Given the firm’s size and client base, its approach appears to favor liquid, tradable instruments and outsourced alternative managers for the portions of client portfolios that require private or real‑asset exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices