MARC C HELFRICH REGISTERED INVESTMENT ADVISOR

Overview

Marc C Helfrich Registered Investment Advisor is a small, independent RIA operating as a sole proprietorship that serves individual and family clients. The firm acts as a capital allocator and centers its advice on financial planning, selection of outside managers, and client education. It also operates as an insurance broker, which it integrates into client planning where appropriate. Investment posture is equity‑centric: filings identify exchange‑traded equities as the primary asset class and show a strong tilt toward publicly traded equity exposure. The adviser delivers advice on a largely non‑discretionary basis, so investment decisions are implemented with client involvement or approval. The firm supplements its public equity allocations with third‑party alternative managers, most notably hedge funds, when seeking diversification or access to strategy exposures that are not available through long‑only equities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices