MONSOUR ADVISORY SERVICES, INC.

Overview

Monsour Advisory Services, Inc. is an independent, privately owned registered investment adviser operating as a corporation with an individual owner. The firm serves both individual and family clients as well as institutional accounts and functions as a capital allocator that sources external managers when appropriate. Business activities include insurance brokerage alongside advisory services. Advisory services span comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and educational seminars or workshops. The firm employs multiple fee arrangements — percentage of AUM, hourly, fixed fees and other structures — and does not present itself as an active ESG investor. Monsour appears to operate on a single-state basis rather than as a multi-state adviser.

Assets & Accounts

Investments & Alternatives