Profolio Investments, Inc.

Overview

Profolio Investments, Inc. is a small, independent registered investment adviser that serves individual and family clients. The firm operates as a capital allocator and combines financial planning with discretionary portfolio management, pension consulting support, manager selection and client education through newsletters and seminars. Fee arrangements include both percentage-of-AUM and fixed-fee engagements, which supports flexible engagement models for differing client needs. Investment activity centers on pooled public vehicles—mutual funds and similar public funds—with the firm using discretionary authority across client accounts. Profolio is not an active ESG investor and is not structured as a multi-state or pension-focused adviser; its model leans toward outsourced manager relationships and third-party allocations when clients need exposure outside core public markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices