MODERN PORTFOLIO CONSULTANTS, LLC

Overview

Modern Portfolio Consultants, LLC is an SEC-registered advisory firm organized as a limited liability company and operating as a capital allocator. The firm’s stated advisory activities emphasize pension consulting and the selection of third‑party investment advisers, with services delivered on a non‑discretionary basis. Fee arrangements include both a percentage of assets under management and fixed fees, reflecting a consulting and manager‑selection business model rather than active discretionary portfolio management. The firm is not listed as an active ESG investor and is described as a single‑state adviser. Its classification is unclassified and ownership is individual, which aligns with a small, tightly controlled advisory practice focused on high‑value client relationships and external manager selection.

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Location & Offices