Rand Group Financial

Overview

Rand Group Financial is a small, privately held limited liability company that provides fee-based portfolio management services to individuals and families, with an emphasis on smaller business owners. The firm bills clients as a percentage of assets under management and operates as a single-state adviser rather than a multi-state platform. It is structured with individual ownership and does not identify itself as an active ESG investor. Services are focused on discretionary portfolio management rather than institutional consulting or capital allocation to third‑party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives