MOY INVESTMENT MANAGEMENT, LLC

Overview

MOY Investment Management, LLC is an independent RIA organized as a limited liability company that serves individual and family clients. The firm delivers financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its business model is fee-based, combining a percentage-of-AUM fee schedule with hourly charges and other fee arrangements, and it manages client assets on a discretionary basis. Investment activity centers on publicly traded equities, with a clear preference for exchange-traded instruments as the primary building blocks of client portfolios. The firm appears to manage portfolios directly rather than acting as a capital allocator to a broad set of external managers, but it does utilize third-party partners for specific alternative exposure — notably real estate — where external fund managers are engaged. MOY is not identified as an active ESG investor and is not listed as a multi-state adviser.

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Public Holdings

Investments & Alternatives

Location & Offices