OUR Investment Guy

Overview

OUR Investment Guy operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients, and charges fees on a percentage-of-AUM basis. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Investment activity skews toward equities: the firm reports a clear preference for exchange-traded equities and implements largely discretionary mandates. It identifies as an active ESG investor, which is reflected in its public allocation toward exchange-traded vehicles and likely in manager/ETF selection and security screens. The firm does not position itself as a capital allocator; instead it sources external managers where needed, most notably in real estate-related alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices