OLD SECURITY GROUP

Overview

Old Security Group operates as an independent registered investment adviser serving individuals and families with a concentrated, equity-first approach. The firm’s advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers. Investment activity centers on exchange-traded equities and equity-focused separately managed accounts, supplemented by select allocations to third-party alternative managers. Fee arrangements are flexible—percentage of AUM alongside hourly and fixed-fee options—allowing the firm to serve clients with both ongoing portfolio management and project-based planning needs. Old Security Group does not position itself as an ESG-driven investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices