Razzano Investment Management

Overview

Razzano Investment Management is a small, proprietor-owned advisory firm organized as a limited liability company that provides fee-based portfolio management for individuals and small businesses. The firm operates with an advisory model that is primarily non-discretionary: clients retain final trading authority while the adviser delivers investment recommendations. Razzano combines investment advice with insurance brokerage and accounting services, which shapes the mix of products it uses and the solutions it presents to clients. The firm does not identify as a capital allocator and does not emphasize ESG investing. It operates as a single-state adviser under an unclassified registration type.

Assets & Accounts

Investments & Alternatives

Location & Offices