Ongoing Wealth Management

Overview

Ongoing Wealth Management is a small, independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm operates primarily as a discretionary portfolio manager and financial planner, and it also engages in selecting third‑party advisers for clients when appropriate. Fee arrangements are flexible—typical structures include percentage of AUM, hourly and fixed fees, and the firm may use performance‑based fees for some mandates. Investment activity centers on public pooled vehicles as the core of client portfolios, combined with selective allocations to alternative managers. The firm identifies as an active ESG investor, folding environmental, social and governance considerations into manager selection and portfolio construction where relevant. As a capital allocator, the adviser blends mutual funds and ETFs for broad market exposure with targeted allocations to hedge funds, real estate and REITs for diversification and return enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices