Principium Investments LLC

Overview

Principium Investments LLC is an independent advisory firm that has operated as an SEC-registered investment adviser since 2003. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management for individuals, small businesses and institutions. Its business model mixes traditional percentage-of-assets fees with the option for hourly or fixed-fee engagements, allowing flexibility across client types and engagement scopes. On the investment side, Principium favors pooled public funds — mutual funds are the single largest asset class it uses — and pairs those with separately managed account capabilities. The firm does not position itself as a capital allocator or a multi-state ESG specialist; its portfolio construction leans toward conventional public market exposure supplemented by targeted allocations to third-party alternative managers where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices