MEM INVESTMENTS

Overview

MEM Investments is a small, privately held advisory firm that manages concentrated, discretionary equity portfolios for individuals, families and small business owners. The firm charges fees as a percentage of assets under management and runs portfolios with a clear tilt toward exchange-traded equities, using active portfolio management rather than a model purely built on passive allocation. Investment activity favors liquid public equities as the primary return engine, supplemented by mutual funds and selective private placements when appropriate for qualified clients. MEM Investments does not position itself as an ESG-focused manager and does not provide pension consulting or broad institutional solutions; its practice centers on bespoke equity sleeves for individual and family clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices