PICO ASSOCIATES

Overview

Pico Associates is a very small, individually owned advisory practice focused on portfolio management for individuals and small businesses. The firm operates as a sole proprietorship and charges clients on a percentage-of-assets-under-management basis. According to its filing, the practice does not act as a capital allocator or pension consultant, is not a multi-state adviser, and does not position itself as an active ESG investor. Investment activity centers on listed equities and exchange-traded exposures. All reported assets are managed on a non-discretionary basis, which means the adviser provides recommendations while clients retain final trading authority. Given the client base and scale, the firm appears focused on direct equity and ETF exposures as primary building blocks for client portfolios, supplementing those exposures through third-party pooled products where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices