Rise Investment Management, LLC

Overview

Rise Investment Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual/family clients and institutional clients and identifies itself as a capital allocator that selects external managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and publication of periodic client communications. Fee arrangements reported include a percentage of assets under management, hourly charges, and fixed fees. Rise does not list itself as an active ESG investor and is not designated as a multi-state adviser in the provided materials.

Assets & Accounts

Public Holdings

Investments & Alternatives