Measured Money Maneuvers

Overview

Measured Money Maneuvers LLC is a small, independent registered investment adviser that serves individuals and family clients. The firm offers financial planning and portfolio management for individuals and small businesses, alongside pension consulting services and client education through seminars and workshops. Fee arrangements are flexible—percentage of AUM, hourly engagements, and fixed-fee work are all used depending on the client and engagement. Investment activity is tilted toward publicly traded equities, with a clear preference for exchange-traded instruments. The firm operates as a discretionary manager for the bulk of its assets and does not position itself as an active ESG investor. In addition to liquid public markets, the adviser uses third-party alternative managers for real estate exposure and incorporates annuities and mutual funds into client plans where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices