OSTROFE FINANCIAL CONSULTANTS INC

Overview

Ostrofe Financial Consultants Inc is an independent registered investment adviser and capital allocator that manages discretionary portfolios for individuals, families and smaller institutional clients. The firm operates on a percentage-of-AUM fee model while also maintaining broker-dealer registration and insurance broker activity, which gives it access to both fee-based and commissionable product sets. Investment activity is weighted toward publicly traded equities — the firm identifies equities as its primary preference — and it supplements equity exposure with mutual funds and corporate debt when appropriate. Ostrofe Financial Consultants Inc also allocates to third-party managers for select alternative strategies, specifically commodities and oil & gas, and performs selection of other advisers as part of its service offering. Portfolio management focuses on individually tailored planning and SMA-style management for individuals and small businesses, with financial planning and adviser selection a core part of client engagements. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser.

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