O.F.O. PARTNERS, LLC

Overview

O.F.O. Partners, LLC is an independent registered investment adviser organized as an LLC and operating with a compact, client-focused platform. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers when clients require specialist management. Its fee model combines a percentage-of-assets approach with the option for fixed fees, reflecting flexibility to serve both wealth management and project-based planning needs. Investment activity is centered on public equities, with a clear preference for exchange‑traded instruments. O.F.O. Partners acts as a capital allocator—deploying client capital across internally managed equity exposures and externally managed strategies. The firm does not identify as an active ESG investor, and it structures mandates primarily for individual and family clients rather than institutional pension plans.

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Public Holdings

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Location & Offices