OWL AND ORE WEALTH PLANNING

Overview

OWL And Ore Wealth Planning is an independent registered investment adviser organized as an LLC that concentrates on individualized planning and portfolio management for individuals and families, including small-business owner portfolios. The firm combines fee-based investment management (percentage of AUM) with fixed-fee planning engagements and also produces periodic written commentary for clients. Investment behavior is clearly equity-biased: the firm favors exchange-traded exposures and builds client portfolios around publicly listed equities and ETFs as the primary growth engine, while pairing those with selected third-party alternative managers for diversification. OWL And Ore is not positioned as a capital allocator; instead it uses outside hedge funds and real estate vehicles alongside mutual funds to round out client allocations. The adviser does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices