Owens Investment Advisors LLC

Overview

Owens Investment Advisors LLC is a small independent registered investment adviser serving individuals, families and some institutional clients. The firm combines fee-based portfolio management with financial planning and an insurance brokerage practice, suggesting a focus on integrated wealth solutions rather than a single-product approach. Investment activity centers on public mutual funds as the primary vehicle, with the adviser also allocating to private-market alternatives when appropriate. The firm is not positioned as an ESG-focused or multi-state adviser and does not act as a capital allocator to separate proprietary funds; instead it uses third-party managers for alternative exposure. Fee arrangements are flexible: the firm charges a percentage of assets under management and can also bill hourly or by fixed fee for planning and advisory engagements. That structure accommodates both ongoing discretionary portfolio relationships and project-based planning clients. Client relationships skew toward individuals and families, as well as smaller institutional mandates and small-business owner accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices