Responsive Financial Group, Inc.

Overview

Responsive Financial Group, Inc. is a small independent registered investment adviser that serves both individual and institutional clients. The firm acts as a capital allocator, combining fee-based portfolio management and financial planning with the ability to select outside managers when a client’s needs exceed in-house capabilities. Its advisory work spans individual and small business portfolio management, institutional or business mandates, pension consulting and the selection of other advisers, which suggests a mix of direct portfolio construction and outsourced or multi-manager solutions. Portfolio construction appears tilted toward pooled public funds rather than concentrated direct equity positions. The firm is not positioned as an ESG-driven manager and operates as a single-state adviser. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee engagements, allowing responsiveness to smaller planning assignments as well as ongoing discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices