Money Manager Inc.

Overview

Money Manager Inc. is a small, client-focused wealth manager that concentrates on equity-driven portfolios while supplementing client allocations with a range of alternative strategies. The firm acts as a capital allocator for individual and family clients and provides portfolio management for individuals and small businesses, along with selection of third‑party advisers. Its fee model blends percentage‑of‑AUM billing with fixed fees, suggesting a mix of relationship and project work. Investment activity tilts toward exchange‑traded equities as the primary building block of client portfolios, with a stated preference for equities. Given the firm’s size and client base, portfolios are likely managed with individualized allocations rather than a one‑size‑fits‑all platform, and the firm uses external managers for certain alternative exposures rather than internal, direct management of complex strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices