RISE INVESTMENT MANAGEMENT, LLC

Overview

Rise Investment Management, LLC is an independent, owner-operated registered investment adviser that works with individuals, families and select institutional clients. The firm combines traditional portfolio management and financial planning with third-party manager selection and published commentary as part of its advisory offering. Its fee schedule includes assets-under-management fees, hourly charges and fixed fees, reflecting a mix of ongoing discretionary mandates and project-based engagements. Investment activity shows a clear tilt toward public pooled vehicles as the core of client portfolios, supplemented by allocations to external alternative managers. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser. Services emphasize direct portfolio management for individuals and small businesses, financial planning and the vetting and selection of outside advisers when specialized exposure is required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices