MONEY MANAGERS, INC.

Overview

Money Managers, Inc. is an independent registered investment adviser that serves both individual & family clients and institutional accounts. The firm combines fee-based financial planning and discretionary portfolio management with the ability to select third‑party managers, positioning itself as a capital allocator rather than a purely execution-only adviser. Its service mix includes financial planning, portfolio management for individuals and small businesses, and adviser selection, and the firm also operates as an insurance broker, which influences its use of annuities and insurance-based solutions where appropriate. Investment activity is equity‑centric: the firm shows a clear preference for exchange‑traded equities as the dominant portfolio building block. That emphasis is paired with third‑party alternative allocations — primarily hedge funds and real estate — which the adviser uses to add non‑correlated return streams. Fee schedules are flexible, combining percentage of assets, hourly fees and fixed fees, which allows the firm to serve a range of client needs from straightforward investment management to more bespoke advisory engagements.

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Public Holdings

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Location & Offices