Reeser Advisory Services Inc.

Overview

Reeser Advisory Services Inc. is an independent, privately owned registered investment adviser organized as a corporation and run by an individual owner. The firm offers fee-based portfolio management for individuals and small businesses, charging a percentage of assets under management. Its practice is focused on discretionary portfolio management for individual and family clients rather than institutional or pension consulting work. The adviser does not present itself as an active ESG investor, is not classified as a multi-state adviser, and is not positioned as a capital allocator or family office. Service delivery appears to be traditional wealth-management—constructing and managing client portfolios on an ongoing basis rather than operating a fund or providing large-scale institutional solutions.

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Location & Offices