Mindful Investing LLC

Overview

Mindful Investing LLC is a small, fee-based advisory that focuses on discretionary portfolio management for both individual/family and institutional clients. The firm shows a clear bias toward publicly traded equities — particularly exchange-traded vehicles — while maintaining exposure to alternative strategies through third‑party managers in real estate, commodities and oil & gas. Its business model centers on managing concentrated relationships rather than scaling large numbers of accounts. Investment activity tilts toward liquid equity exposures, implemented largely through exchange‑traded equities and ETFs, with a meaningful portion of assets delegated to outside alternative managers when clients require real asset or commodity exposure. The firm charges a percentage of assets under management and operates with a single office and a primary custodial relationship that supports a concentrated book of discretionary accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices