PLC Investment Solutions, LLC

Overview

PLC Investment Solutions, LLC is a small, client-focused advisory firm that concentrates on portfolio management for individuals and small businesses while also acting as an insurance broker and a selector of third‑party advisers. Its business model is fee‑based on a percentage of assets under management and it supplements advisory work with educational seminars and workshops. The firm is not active on ESG integration and operates without multi‑state registration; it identifies as a capital allocator for an individual and family client base. Investment activity centers on public market equities, with a clear tilt toward exchange‑traded securities. PLC Investment Solutions emphasizes hands‑on portfolio management for a limited client roster and uses third‑party managers selectively when appropriate. The firm’s advisory remit and insurance brokerage capabilities suggest a combined wealth‑management approach that pairs investment portfolios with insurance solutions, and it will bring in outside managers when a client mandate requires specialized exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices