Rise Investment Management, LLC

Overview

Rise Investment Management, LLC is an independent, owner-operated RIA organized as an LLC that serves both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, and it also performs manager selection for third-party advisers. Its fee arrangements include AUM-based fees alongside hourly and fixed-fee engagements. Rise identifies itself as a capital allocator rather than a purely single-strategy manager, and it does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices