OLD WORLD FINANCIAL ADVISORS

Overview

Old World Financial Advisors operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm emphasizes a fee structure based on a percentage of assets under management and fixed fees. While it does not classify itself as an active ESG investor, it maintains a diverse approach to investment management, allocating resources to various asset classes. The firm has not been identified as a capital allocator or pension consultant, indicating a more personalized advisory service model.

Assets & Accounts

Investments & Alternatives

Location & Offices