Momentum Investment Management, LLC

Overview

Momentum Investment Management, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients, along with a small number of small-business relationships. The firm focuses on traditional financial planning and discretionary portfolio management, charging clients by percentage of assets under management and for some services on an hourly basis. Momentum shows a clear preference for public equities, deploying portfolios heavily toward exchange-traded securities and mutual funds rather than private or structured alternatives. It is not positioned as an ESG-driven manager, nor does it operate as a multi-state or pension consultant adviser. Investment approach appears centered on liquid, listed markets—using exchange-traded equities as the primary building blocks of client portfolios. Given the firm’s size and client base, the emphasis is likely on straightforward, tax-aware equity allocation and tailored planning for individuals and families rather than large institutional solutions or complex alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices