Namesake Group

Overview

Namesake Group operates as an independent registered investment adviser focused on individual and family clients. The firm combines financial planning with discretionary and non‑discretionary portfolio management for individuals, small businesses, and institutions, and it offers pension consulting. Fee arrangements include a percentage of assets under management and hourly billing for planning or consultative work. Investment activity is centered on pooled public funds and mutual funds as the primary implementation vehicle, supplemented by allocations to third‑party alternative managers when appropriate. The firm does not position itself as an ESG specialist and serves a single‑state client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices