PRECISION FINANCIAL SERVICES

Overview

Precision Financial Services is an independent registered investment adviser that manages portfolios for both individual and family clients as well as institutional accounts. Founded to operate as a fee-based wealth manager, the firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its stated fee mix includes percentage-of-AUM billing along with hourly and fixed-fee engagements, allowing flexibility for planning-centric or project-based relationships. Investment activity skews toward pooled public vehicles — mutual funds and ETFs are central to how the firm implements asset allocation — but the firm also pursues targeted exposure to credit and securitized instruments through structured-product ETFs. Precision Financial Services identifies as an active ESG investor and incorporates environmental, social and governance considerations into selection and manager choices. The firm maintains an individual-owner structure and has been SEC-registered since 2013.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices